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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 | $31,077 | $96,678-67.9% | $86,640-64.1% | $139,466-77.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 17.01% | 106.69%-89.7pp | 592.52%-575.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $478 | $3,265-85.4% | $3,024-84.2% | $4,754-89.9% |
| Participant deferral / active EE | $793 | $4,837-83.6% | $4,438-82.1% | $6,712-88.2% |
| Admin fee / account holder | $2,814 | $6,410-56.1% | $5,616-49.9% | $11,409-75.3% |