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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 | $46,215 | $102,595-55.0% | $94,057-50.9% | $154,746-70.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 15.09% | 583.42%-568.3pp | 480.62%-465.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $591 | $3,147-81.2% | $2,933-79.9% | $4,379-86.5% |
| Participant deferral / active EE | $887 | $5,118-82.7% | $4,709-81.2% | $6,730-86.8% |
| Admin fee / account holder | $9,279 | $7,736+19.9% | $7,244+28.1% | $14,365-35.4% |