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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 | $61,715 | $180,749-65.9% | $160,784-61.6% | $137,256-55.0% |
| Participation rate | 21.1% | 80.0%-58.9pp | 77.0%-55.9pp | 80.0%-58.9pp |
| Annual return | 20.27% | 2234.46%-2214.2pp | 1803.92%-1783.7pp | 220.34%-200.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $633 | $6,844-90.7% | $6,293-89.9% | $6,407-90.1% |
| Admin fee / account holder | $20,039 | $10,397+92.7% | $9,717+106.2% | $12,270+63.3% |