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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 | $35,819 | $176,105-79.7% | $159,474-77.5% | $167,536-78.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 18.96% | 331.91%-313.0pp | 263.68%-244.7pp | 478.82%-459.9pp |
| Employer contribution / active EE | $1,228 | $5,299-76.8% | $4,831-74.6% | $4,839-74.6% |
| Participant deferral / active EE | $2,099 | $7,751-72.9% | $7,353-71.5% | $6,342-66.9% |
| Admin fee / account holder | $836 | $12,559-93.3% | $10,802-92.3% | $12,315-93.2% |