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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 | $47,721 | $180,749-73.6% | $160,784-70.3% | $137,256-65.2% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 19.25% | 2234.46%-2215.2pp | 1803.92%-1784.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $493 | $4,155-88.1% | $3,733-86.8% | $4,156-88.1% |
| Participant deferral / active EE | $493 | $6,844-92.8% | $6,293-92.2% | $6,407-92.3% |
| Admin fee / account holder | $556 | $10,397-94.6% | $9,717-94.3% | $12,270-95.5% |