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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 | $67,334 | $127,296-47.1% | $109,907-38.7% | $167,536-59.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 18.10% | 22.97%-4.9pp | 29.46%-11.4pp | 478.82%-460.7pp |
| Employer contribution / active EE | $637 | $3,325-80.9% | $2,844-77.6% | $4,839-86.8% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $386 | $7,119-94.6% | $6,069-93.6% | $12,315-96.9% |