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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 | $40,685 | $72,071-43.5% | $68,368-40.5% | $137,256-70.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 18.18% | 353.14%-335.0pp | 292.57%-274.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $524 | $2,788-81.2% | $2,649-80.2% | $4,156-87.4% |
| Participant deferral / active EE | $524 | $4,410-88.1% | $4,123-87.3% | $6,407-91.8% |
| Admin fee / account holder | $437 | $5,336-91.8% | $5,150-91.5% | $12,270-96.4% |