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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 | $52,027 | $55,470-6.2% | $155,556-66.6% | $74,478-30.1% |
| Participation rate | 20.6% | 61.9%-41.3pp | 78.2%-57.6pp | 67.2%-46.6pp |
| Annual return | 14.43% | 269.80%-255.4pp | 64.84%-50.4pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $467 | $2,267-79.4% | $4,675-90.0% | $2,626-82.2% |
| Participant deferral / active EE | $631 | $2,838-77.8% | $5,631-88.8% | $4,350-85.5% |
| Admin fee / account holder | $3,072 | $1,744+76.1% | $15,885-80.7% | $1,946+57.9% |