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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 | $34,533 | $125,778-72.5% | $114,563-69.9% | $154,746-77.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 20.16% | 295.14%-275.0pp | 241.09%-220.9pp | 172.34%-152.2pp |
| Employer contribution / active EE | $317 | $2,806-88.7% | $2,592-87.8% | $4,379-92.8% |
| Participant deferral / active EE | $528 | $4,445-88.1% | $4,142-87.3% | $6,730-92.2% |
| Admin fee / account holder | $309 | $8,190-96.2% | $7,623-95.9% | $14,365-97.8% |