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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 | $29,912 | $129,737-76.9% | $119,126-74.9% | $154,746-80.7% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 15.50% | 379.08%-363.6pp | 282.11%-266.6pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,015 | $4,375-53.9% | $4,034-50.0% | $4,379-54.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,493 | $11,961-87.5% | $10,693-86.0% | $14,365-89.6% |