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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 | $63,951 | $150,447-57.5% | $136,298-53.1% | $147,586-56.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 25.30% | 1049.15%-1023.9pp | 5156.27%-5131.0pp | 578.59%-553.3pp |
| Employer contribution / active EE | $1,634 | $5,256-68.9% | $4,696-65.2% | $4,876-66.5% |
| Participant deferral / active EE | $643 | $6,631-90.3% | $6,247-89.7% | $5,439-88.2% |
| Admin fee / account holder | $522 | $10,906-95.2% | $9,244-94.4% | $10,886-95.2% |