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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 | $31,081 | $102,595-69.7% | $94,057-67.0% | $154,746-79.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 19.05% | 583.42%-564.4pp | 480.62%-461.6pp | 172.34%-153.3pp |
| Employer contribution / active EE | $406 | $3,147-87.1% | $2,933-86.2% | $4,379-90.7% |
| Participant deferral / active EE | $956 | $5,118-81.3% | $4,709-79.7% | $6,730-85.8% |
| Admin fee / account holder | $354 | $7,736-95.4% | $7,244-95.1% | $14,365-97.5% |