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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 | $30,201 | $102,595-70.6% | $94,057-67.9% | $154,746-80.5% |
| Participation rate | 30.0% | 76.0%-46.0pp | 73.3%-43.3pp | 80.7%-50.7pp |
| Annual return | 16.15% | 583.42%-567.3pp | 480.62%-464.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $443 | $3,147-85.9% | $2,933-84.9% | $4,379-89.9% |
| Participant deferral / active EE | $1,007 | $5,118-80.3% | $4,709-78.6% | $6,730-85.0% |
| Admin fee / account holder | $687 | $7,736-91.1% | $7,244-90.5% | $14,365-95.2% |