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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 | $60,332 | $202,342-70.2% | $172,753-65.1% | $152,909-60.5% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 18.88% | 1029.88%-1011.0pp | 803.00%-784.1pp | 345.46%-326.6pp |
| Employer contribution / active EE | $2,568 | $5,857-56.2% | $5,144-50.1% | $4,764-46.1% |
| Participant deferral / active EE | $1,693 | $5,948-71.5% | $5,198-67.4% | $5,851-71.1% |
| Admin fee / account holder | $4,880 | $17,112-71.5% | $13,956-65.0% | $11,601-57.9% |