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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 | $69,942 | $102,595-31.8% | $94,057-25.6% | $154,746-54.8% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | 14.32% | 583.42%-569.1pp | 480.62%-466.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $480 | $3,147-84.7% | $2,933-83.6% | $4,379-89.0% |
| Participant deferral / active EE | $600 | $5,118-88.3% | $4,709-87.3% | $6,730-91.1% |
| Admin fee / account holder | $450 | $7,736-94.2% | $7,244-93.8% | $14,365-96.9% |