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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 | $45,266 | $60,119-24.7% | $90,430-49.9% | $79,858-43.3% |
| Participation rate | 27.5% | 65.0%-37.5pp | 72.7%-45.2pp | 69.6%-42.1pp |
| Annual return | 23.14% | 71.94%-48.8pp | 1293.73%-1270.6pp | 31.72%-8.6pp |
| Employer contribution / active EE | $303 | $2,068-85.3% | $3,262-90.7% | $2,471-87.7% |
| Participant deferral / active EE | $679 | $2,938-76.9% | $3,963-82.9% | $3,740-81.9% |
| Admin fee / account holder | $555 | $3,976-86.0% | $5,613-90.1% | $5,306-89.5% |