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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 | $83,336 | $135,639-38.6% | $110,241-24.4% | $135,382-38.4% |
| Participation rate | 60.9% | 83.5%-22.6pp | 79.8%-19.0pp | 82.6%-21.8pp |
| Annual return | 8.27% | 513.21%-504.9pp | 314.75%-306.5pp | 519.77%-511.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $513 | $5,507-90.7% | $4,672-89.0% | $5,609-90.9% |
| Admin fee / account holder | $22,038 | $11,457+92.3% | $8,548+157.8% | $10,829+103.5% |