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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 | $50,297 | $106,008-52.6% | $92,240-45.5% | $147,586-65.9% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 16.80% | 50.05%-33.3pp | 176.29%-159.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $762 | $4,333-82.4% | $3,680-79.3% | $4,876-84.4% |
| Participant deferral / active EE | $966 | $4,478-78.4% | $3,897-75.2% | $5,439-82.2% |
| Admin fee / account holder | $439 | $6,333-93.1% | $5,194-91.5% | $10,886-96.0% |