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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 | $52,972 | $125,184-57.7% | $105,607-49.8% | $145,884-63.7% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 9.72% | 225.00%-215.3pp | 116.11%-106.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $846 | $3,720-77.3% | $3,167-73.3% | $4,662-81.9% |
| Participant deferral / active EE | $991 | $5,714-82.7% | $5,011-80.2% | $6,690-85.2% |
| Admin fee / account holder | $653 | $17,133-96.2% | $10,958-94.0% | $13,392-95.1% |