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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 | $49,550 | $102,595-51.7% | $94,057-47.3% | $154,746-68.0% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 80.7%-36.3pp |
| Annual return | 14.54% | 583.42%-568.9pp | 480.62%-466.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $569 | $3,147-81.9% | $2,933-80.6% | $4,379-87.0% |
| Participant deferral / active EE | $850 | $5,118-83.4% | $4,709-82.0% | $6,730-87.4% |
| Admin fee / account holder | $1,233 | $7,736-84.1% | $7,244-83.0% | $14,365-91.4% |