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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 | $76,368-53.1% | $67,681-47.0% | $154,746-76.8% |
| Participation rate | 50.0% | 79.0%-29.0pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 14.97% | 1066.77%-1051.8pp | 590.58%-575.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,496 | $3,151-52.5% | $2,678-44.1% | $4,379-65.8% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,493 | $8,559-59.2% | $6,100-42.7% | $14,365-75.7% |