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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 | $37,586 | $102,595-63.4% | $94,057-60.0% | $154,746-75.7% |
| Participation rate | 18.8% | 76.0%-57.2pp | 73.3%-54.6pp | 80.7%-62.0pp |
| Annual return | 18.63% | 583.42%-564.8pp | 480.62%-462.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $476 | $3,147-84.9% | $2,933-83.8% | $4,379-89.1% |
| Participant deferral / active EE | $576 | $5,118-88.7% | $4,709-87.8% | $6,730-91.4% |
| Admin fee / account holder | $2,661 | $7,736-65.6% | $7,244-63.3% | $14,365-81.5% |