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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 | $56,310 | $81,643-31.0% | $70,462-20.1% | $158,950-64.6% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 15.83% | 208.51%-192.7pp | 109.08%-93.2pp | 302.91%-287.1pp |
| Employer contribution / active EE | $9,715 | $3,218+201.9% | $2,737+254.9% | $4,762+104.0% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $679 | $6,194-89.0% | $3,845-82.3% | $11,248-94.0% |