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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 | $49,078 | $180,749-72.8% | $160,784-69.5% | $137,256-64.2% |
| Participation rate | 18.8% | 80.0%-61.2pp | 77.0%-58.2pp | 80.0%-61.2pp |
| Annual return | 11.94% | 2234.46%-2222.5pp | 1803.92%-1792.0pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $410 | $6,844-94.0% | $6,293-93.5% | $6,407-93.6% |
| Admin fee / account holder | $4,993 | $10,397-52.0% | $9,717-48.6% | $12,270-59.3% |