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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 | $52,430 | $76,368-31.3% | $67,681-22.5% | $154,746-66.1% |
| Participation rate | 42.9% | 79.0%-36.1pp | 73.7%-30.9pp | 80.7%-37.8pp |
| Annual return | 13.00% | 1066.77%-1053.8pp | 590.58%-577.6pp | 172.34%-159.3pp |
| Employer contribution / active EE | $619 | $3,151-80.4% | $2,678-76.9% | $4,379-85.9% |
| Participant deferral / active EE | $696 | $4,824-85.6% | $3,976-82.5% | $6,730-89.7% |
| Admin fee / account holder | $8,070 | $8,559-5.7% | $6,100+32.3% | $14,365-43.8% |