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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 | $30,495 | $114,130-73.3% | $96,192-68.3% | $167,553-81.8% |
| Participation rate | 54.5% | 75.1%-20.5pp | 68.4%-13.9pp | 82.1%-27.6pp |
| Annual return | 12.60% | 190.07%-177.5pp | 192.09%-179.5pp | 478.89%-466.3pp |
| Employer contribution / active EE | $967 | $3,431-71.8% | $2,799-65.5% | $4,840-80.0% |
| Participant deferral / active EE | $967 | $5,198-81.4% | $4,351-77.8% | $6,343-84.8% |
| Admin fee / account holder | $318 | $6,901-95.4% | $5,539-94.3% | $12,316-97.4% |