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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 | $75,816 | $114,073-33.5% | $96,161-21.2% | $167,518-54.7% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 13.93% | 189.95%-176.0pp | 192.01%-178.1pp | 478.71%-464.8pp |
| Employer contribution / active EE | $778 | $3,428-77.3% | $2,798-72.2% | $4,838-83.9% |
| Participant deferral / active EE | $778 | $5,195-85.0% | $4,349-82.1% | $6,342-87.7% |
| Admin fee / account holder | $413 | $6,899-94.0% | $5,538-92.5% | $12,312-96.6% |