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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 | $30,371 | $96,678-68.6% | $86,640-64.9% | $139,466-78.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 12.99% | 106.69%-93.7pp | 592.52%-579.5pp | 373.66%-360.7pp |
| Employer contribution / active EE | $2,588 | $3,265-20.8% | $3,024-14.4% | $4,754-45.6% |
| Participant deferral / active EE | $241 | $4,837-95.0% | $4,438-94.6% | $6,712-96.4% |
| Admin fee / account holder | $20,841 | $6,410+225.1% | $5,616+271.1% | $11,409+82.7% |