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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 | $50,225 | $55,423-9.4% | $155,602-67.7% | $74,400-32.5% |
| Participation rate | 22.6% | 61.9%-39.3pp | 78.2%-55.6pp | 67.2%-44.6pp |
| Annual return | 13.34% | 269.07%-255.7pp | 64.81%-51.5pp | 1367.51%-1354.2pp |
| Employer contribution / active EE | $435 | $2,266-80.8% | $4,675-90.7% | $2,624-83.4% |
| Participant deferral / active EE | $684 | $2,835-75.9% | $5,629-87.9% | $4,348-84.3% |
| Admin fee / account holder | $624 | $1,744-64.2% | $15,923-96.1% | $1,944-67.9% |