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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 | $38,786 | $102,595-62.2% | $94,057-58.8% | $154,746-74.9% |
| Participation rate | 28.6% | 76.0%-47.4pp | 73.3%-44.8pp | 80.7%-52.1pp |
| Annual return | 14.68% | 583.42%-568.7pp | 480.62%-465.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $526 | $3,147-83.3% | $2,933-82.1% | $4,379-88.0% |
| Participant deferral / active EE | $526 | $5,118-89.7% | $4,709-88.8% | $6,730-92.2% |
| Admin fee / account holder | $1,568 | $7,736-79.7% | $7,244-78.4% | $14,365-89.1% |