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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 | $20,680 | $102,595-79.8% | $94,057-78.0% | $154,746-86.6% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 12.24% | 583.42%-571.2pp | 480.62%-468.4pp | 172.34%-160.1pp |
| Employer contribution / active EE | $4,510 | $3,147+43.3% | $2,933+53.8% | $4,379+3.0% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $17,341 | $7,736+124.2% | $7,244+139.4% | $14,365+20.7% |