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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,794 | $234,190-65.9% | $180,320-55.7% | $198,609-59.8% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.5%-21.5pp | 82.4%-32.4pp |
| Annual return | 4.88% | 1057.44%-1052.6pp | 778.54%-773.7pp | 202.70%-197.8pp |
| Employer contribution / active EE | $2,659 | $5,258-49.4% | $4,108-35.3% | $5,055-47.4% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,800 | $12,558-69.7% | $10,000-62.0% | $19,030-80.0% |