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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 | $38,031 | $103,392-63.2% | $87,104-56.3% | $152,897-75.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 15.86% | 28.10%-12.2pp | 28.19%-12.3pp | 345.43%-329.6pp |
| Employer contribution / active EE | $5,500 | $3,221+70.8% | $2,521+118.1% | $4,764+15.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $481 | $12,194-96.1% | $7,491-93.6% | $11,599-95.9% |