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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 | $49,421 | $112,933-56.2% | $90,970-45.7% | $158,982-68.9% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 18.52% | 215.82%-197.3pp | 134.60%-116.1pp | 302.99%-284.5pp |
| Employer contribution / active EE | $448 | $2,893-84.5% | $2,122-78.9% | $4,763-90.6% |
| Participant deferral / active EE | $522 | $4,128-87.4% | $3,373-84.5% | $5,983-91.3% |
| Admin fee / account holder | $463 | $8,047-94.2% | $5,961-92.2% | $11,252-95.9% |