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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 | $35,062 | $114,130-69.3% | $96,192-63.6% | $167,553-79.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 15.06% | 190.07%-175.0pp | 192.09%-177.0pp | 478.89%-463.8pp |
| Employer contribution / active EE | $717 | $3,431-79.1% | $2,799-74.4% | $4,840-85.2% |
| Participant deferral / active EE | $816 | $5,198-84.3% | $4,351-81.2% | $6,343-87.1% |
| Admin fee / account holder | $946 | $6,901-86.3% | $5,539-82.9% | $12,316-92.3% |