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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 | $49,802 | $70,366-29.2% | $66,674-25.3% | $138,895-64.1% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.7%-53.7pp | 79.9%-59.9pp |
| Annual return | 21.61% | 386.41%-364.8pp | 321.24%-299.6pp | 145.39%-123.8pp |
| Employer contribution / active EE | $478 | $2,765-82.7% | $2,620-81.7% | $4,194-88.6% |
| Participant deferral / active EE | $531 | $4,374-87.9% | $4,084-87.0% | $6,396-91.7% |
| Admin fee / account holder | $316 | $5,262-94.0% | $5,098-93.8% | $12,562-97.5% |