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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 | $78,151 | $102,595-23.8% | $94,057-16.9% | $154,746-49.5% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 14.55% | 583.42%-568.9pp | 480.62%-466.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $334 | $3,147-89.4% | $2,933-88.6% | $4,379-92.4% |
| Participant deferral / active EE | $859 | $5,118-83.2% | $4,709-81.8% | $6,730-87.2% |
| Admin fee / account holder | $467 | $7,736-94.0% | $7,244-93.6% | $14,365-96.7% |