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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 | $30,446 | $102,595-70.3% | $94,057-67.6% | $154,746-80.3% |
| Participation rate | 61.1% | 76.0%-14.9pp | 73.3%-12.2pp | 80.7%-19.6pp |
| Annual return | 15.01% | 583.42%-568.4pp | 480.62%-465.6pp | 172.34%-157.3pp |
| Employer contribution / active EE | $7,061 | $3,147+124.4% | $2,933+140.7% | $4,379+61.2% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,564 | $7,736-79.8% | $7,244-78.4% | $14,365-89.1% |