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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 | $69,070 | $150,447-54.1% | $136,298-49.3% | $147,586-53.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 17.09% | 1049.15%-1032.1pp | 5156.27%-5139.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $1,327 | $5,256-74.8% | $4,696-71.7% | $4,876-72.8% |
| Participant deferral / active EE | $1,827 | $6,631-72.5% | $6,247-70.8% | $5,439-66.4% |
| Admin fee / account holder | $109,598 | $10,906+904.9% | $9,244+1085.6% | $10,886+906.8% |