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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 | $50,665 | $103,038-50.8% | $90,324-43.9% | $152,909-66.9% |
| Participation rate | 16.7% | 75.9%-59.2pp | 73.3%-56.6pp | 82.5%-65.8pp |
| Annual return | 28.61% | 95.25%-66.6pp | 78.15%-49.5pp | 345.46%-316.9pp |
| Employer contribution / active EE | $335 | $3,141-89.3% | $2,856-88.3% | $4,764-93.0% |
| Participant deferral / active EE | $592 | $4,282-86.2% | $3,885-84.8% | $5,851-89.9% |
| Admin fee / account holder | $855 | $6,177-86.2% | $5,356-84.0% | $11,601-92.6% |