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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 | $61,228 | $184,000-66.7% | $162,185-62.2% | $152,909-60.0% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.6%-18.8pp | 82.5%-13.7pp |
| Annual return | 23.27% | 150.80%-127.5pp | 115.61%-92.3pp | 345.46%-322.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,176 | $8,033-85.4% | $7,297-83.9% | $5,851-79.9% |
| Admin fee / account holder | $4,433 | $13,124-66.2% | $10,844-59.1% | $11,601-61.8% |