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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 | $82,127 | $176,105-53.4% | $159,474-48.5% | $167,536-51.0% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 21.22% | 331.91%-310.7pp | 263.68%-242.5pp | 478.82%-457.6pp |
| Employer contribution / active EE | $1,874 | $5,299-64.6% | $4,831-61.2% | $4,839-61.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,423 | $12,559-88.7% | $10,802-86.8% | $12,315-88.4% |