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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 | $78,709 | $67,823+16.0% | $52,425+50.1% | $137,256-42.7% |
| Participation rate | 9.1% | 63.9%-54.8pp | 55.6%-46.5pp | 80.0%-70.9pp |
| Annual return | 8.45% | 219.11%-210.7pp | 302.12%-293.7pp | 220.34%-211.9pp |
| Employer contribution / active EE | $131 | $1,163-88.7% | $914-85.6% | $4,156-96.8% |
| Participant deferral / active EE | $131 | $2,288-94.3% | $1,790-92.7% | $6,407-97.9% |
| Admin fee / account holder | $55,774 | $2,844+1861.0% | $2,495+2135.5% | $12,270+354.6% |