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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 | $60,622 | $171,492-64.6% | $150,734-59.8% | $198,609-69.5% |
| Participation rate | 61.1% | 81.4%-20.3pp | 78.4%-17.3pp | 82.4%-21.3pp |
| Annual return | 8.33% | 804.70%-796.4pp | 600.81%-592.5pp | 202.70%-194.4pp |
| Employer contribution / active EE | $1,406 | $5,470-74.3% | $4,918-71.4% | $5,055-72.2% |
| Participant deferral / active EE | $2,336 | $6,259-62.7% | $5,610-58.4% | $6,977-66.5% |
| Admin fee / account holder | $1,878 | $17,628-89.3% | $14,905-87.4% | $19,030-90.1% |