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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 | $34,276 | $99,011-65.4% | $86,582-60.4% | $147,586-76.8% |
| Participation rate | 64.7% | 76.3%-11.6pp | 73.5%-8.8pp | 82.8%-18.1pp |
| Annual return | 16.88% | 1312.75%-1295.9pp | 965.08%-948.2pp | 578.59%-561.7pp |
| Employer contribution / active EE | $691 | $3,132-77.9% | $2,839-75.7% | $4,876-85.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,853 | $5,709-67.5% | $4,904-62.2% | $10,886-83.0% |