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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 | $40,422 | $102,595-60.6% | $94,057-57.0% | $154,746-73.9% |
| Participation rate | 30.0% | 76.0%-46.0pp | 73.3%-43.3pp | 80.7%-50.7pp |
| Annual return | 16.13% | 583.42%-567.3pp | 480.62%-464.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $529 | $3,147-83.2% | $2,933-82.0% | $4,379-87.9% |
| Participant deferral / active EE | $748 | $5,118-85.4% | $4,709-84.1% | $6,730-88.9% |
| Admin fee / account holder | $572 | $7,736-92.6% | $7,244-92.1% | $14,365-96.0% |