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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 | $47,602 | $55,423-14.1% | $155,602-69.4% | $74,400-36.0% |
| Participation rate | 31.6% | 61.9%-30.3pp | 78.2%-46.7pp | 67.2%-35.7pp |
| Annual return | 11.26% | 269.07%-257.8pp | 64.81%-53.6pp | 1367.51%-1356.3pp |
| Employer contribution / active EE | $460 | $2,266-79.7% | $4,675-90.2% | $2,624-82.5% |
| Participant deferral / active EE | $790 | $2,835-72.1% | $5,629-86.0% | $4,348-81.8% |
| Admin fee / account holder | $1,737 | $1,744-0.4% | $15,923-89.1% | $1,944-10.6% |