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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 | $40,904 | $102,595-60.1% | $94,057-56.5% | $154,746-73.6% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 47.27% | 583.42%-536.1pp | 480.62%-433.3pp | 172.34%-125.1pp |
| Employer contribution / active EE | $2,046 | $3,147-35.0% | $2,933-30.3% | $4,379-53.3% |
| Participant deferral / active EE | $949 | $5,118-81.5% | $4,709-79.9% | $6,730-85.9% |
| Admin fee / account holder | $1,550 | $7,736-80.0% | $7,244-78.6% | $14,365-89.2% |