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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 | $37,337 | $88,815-58.0% | $81,882-54.4% | $145,897-74.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 34.14% | 1033.75%-999.6pp | 779.47%-745.3pp | 552.29%-518.2pp |
| Employer contribution / active EE | $537 | $3,086-82.6% | $2,916-81.6% | $4,663-88.5% |
| Participant deferral / active EE | $620 | $4,647-86.7% | $4,323-85.7% | $6,689-90.7% |
| Admin fee / account holder | $614 | $8,434-92.7% | $7,360-91.7% | $13,390-95.4% |