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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 | $30,135 | $124,187-75.7% | $108,410-72.2% | $167,518-82.0% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 10.65% | 1379.80%-1369.2pp | 905.34%-894.7pp | 478.71%-468.1pp |
| Employer contribution / active EE | $1,052 | $4,187-74.9% | $3,558-70.4% | $4,838-78.3% |
| Participant deferral / active EE | $1,323 | $6,908-80.8% | $6,562-79.8% | $6,342-79.1% |
| Admin fee / account holder | $5,127 | $9,456-45.8% | $7,296-29.7% | $12,312-58.4% |