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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 | $96,123-62.7% | $77,361-53.7% | $198,609-82.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 75.0%-25.0pp | 82.4%-32.4pp |
| Annual return | 14.97% | 2054.81%-2039.8pp | 1011.54%-996.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $1,496 | $3,791-60.5% | $2,990-50.0% | $5,055-70.4% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,493 | $9,471-63.1% | $5,894-40.7% | $19,030-81.6% |