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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 | $46,271 | $68,097-32.1% | $62,929-26.5% | $137,256-66.3% |
| Participation rate | 54.5% | 77.4%-22.9pp | 73.1%-18.6pp | 80.0%-25.4pp |
| Annual return | 15.05% | 1859.11%-1844.1pp | 1063.93%-1048.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $278 | $2,811-90.1% | $2,505-88.9% | $4,156-93.3% |
| Participant deferral / active EE | $670 | $4,553-85.3% | $3,888-82.8% | $6,407-89.5% |
| Admin fee / account holder | $4,103 | $6,521-37.1% | $5,065-19.0% | $12,270-66.6% |