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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 | $42,981 | $88,754-51.6% | $81,820-47.5% | $145,877-70.5% |
| Participation rate | 13.3% | 75.1%-61.7pp | 72.4%-59.1pp | 80.3%-67.0pp |
| Annual return | 16.03% | 1031.77%-1015.7pp | 777.93%-761.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $554 | $3,085-82.0% | $2,915-81.0% | $4,663-88.1% |
| Participant deferral / active EE | $509 | $4,648-89.1% | $4,323-88.2% | $6,691-92.4% |
| Admin fee / account holder | $53,008 | $8,424+529.3% | $7,391+617.2% | $13,402+295.5% |