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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 | $48,659 | $134,817-63.9% | $123,973-60.8% | $155,188-68.6% |
| Participation rate | 58.8% | 79.4%-20.6pp | 76.7%-17.8pp | 80.8%-22.0pp |
| Annual return | 8.27% | 515.49%-507.2pp | 388.13%-379.9pp | 148.84%-140.6pp |
| Employer contribution / active EE | $3,157 | $4,425-28.7% | $4,126-23.5% | $4,248-25.7% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,388 | $13,245-51.8% | $11,799-45.9% | $14,480-55.9% |