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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 | $59,609 | $96,361-38.1% | $80,607-26.0% | $139,456-57.3% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 12.46% | 1350.95%-1338.5pp | 936.11%-923.7pp | 373.45%-361.0pp |
| Employer contribution / active EE | $534 | $3,262-83.6% | $2,724-80.4% | $4,753-88.8% |
| Participant deferral / active EE | $568 | $5,232-89.1% | $4,448-87.2% | $6,711-91.5% |
| Admin fee / account holder | $2,073 | $6,601-68.6% | $5,379-61.5% | $11,407-81.8% |