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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 | $67,454 | $99,009-31.9% | $86,581-22.1% | $147,585-54.3% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 18.56% | 1312.70%-1294.1pp | 965.06%-946.5pp | 578.58%-560.0pp |
| Employer contribution / active EE | $180 | $3,132-94.3% | $2,840-93.7% | $4,876-96.3% |
| Participant deferral / active EE | $450 | $3,972-88.7% | $3,609-87.5% | $5,439-91.7% |
| Admin fee / account holder | $1,260 | $5,709-77.9% | $4,904-74.3% | $10,886-88.4% |