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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 | $35,840 | $68,097-47.4% | $62,929-43.0% | $137,256-73.9% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 14.97% | 1859.11%-1844.1pp | 1063.93%-1049.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,496 | $2,811-46.8% | $2,505-40.3% | $4,156-64.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,493 | $6,521-46.4% | $5,065-31.0% | $12,270-71.5% |