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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 | $82,772 | $99,011-16.4% | $86,582-4.4% | $147,586-43.9% |
| Participation rate | 52.6% | 76.3%-23.7pp | 73.5%-20.9pp | 82.8%-30.2pp |
| Annual return | 19.54% | 1312.75%-1293.2pp | 965.08%-945.5pp | 578.59%-559.0pp |
| Employer contribution / active EE | $1,846 | $3,132-41.1% | $2,839-35.0% | $4,876-62.1% |
| Participant deferral / active EE | $197 | $3,972-95.0% | $3,609-94.5% | $5,439-96.4% |
| Admin fee / account holder | $7,818 | $5,709+36.9% | $4,904+59.4% | $10,886-28.2% |