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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 | $67,921 | $209,874-67.6% | $189,537-64.2% | $167,536-59.5% |
| Participation rate | 27.3% | 88.7%-61.4pp | 87.8%-60.5pp | 82.1%-54.8pp |
| Annual return | 9.55% | 748.61%-739.1pp | 555.34%-545.8pp | 478.82%-469.3pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $609 | $8,934-93.2% | $8,220-92.6% | $6,342-90.4% |
| Admin fee / account holder | $8,851 | $14,299-38.1% | $12,048-26.5% | $12,315-28.1% |