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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 | $54,936 | $88,702-38.1% | $81,780-32.8% | $145,978-62.4% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 10.87% | 1029.12%-1018.3pp | 776.27%-765.4pp | 550.52%-539.6pp |
| Employer contribution / active EE | $417 | $3,084-86.5% | $2,914-85.7% | $4,662-91.1% |
| Participant deferral / active EE | $417 | $4,645-91.0% | $4,321-90.4% | $6,690-93.8% |
| Admin fee / account holder | $538 | $8,414-93.6% | $7,384-92.7% | $13,400-96.0% |