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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 | $25,421 | $176,077-85.6% | $159,455-84.1% | $167,518-84.8% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.84% | 331.83%-319.0pp | 263.63%-250.8pp | 478.71%-465.9pp |
| Employer contribution / active EE | $2,222 | $5,298-58.1% | $4,830-54.0% | $4,838-54.1% |
| Participant deferral / active EE | $2,301 | $7,751-70.3% | $7,353-68.7% | $6,342-63.7% |
| Admin fee / account holder | $7,758 | $12,556-38.2% | $10,800-28.2% | $12,312-37.0% |