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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 | $67,531 | $202,342-66.6% | $172,752-60.9% | $152,897-55.8% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 30.41% | 1029.83%-999.4pp | 802.97%-772.6pp | 345.43%-315.0pp |
| Employer contribution / active EE | $13,262 | $5,858+126.4% | $5,144+157.8% | $4,764+178.4% |
| Participant deferral / active EE | $785 | $5,948-86.8% | $5,198-84.9% | $5,851-86.6% |
| Admin fee / account holder | $1,600 | $17,111-90.7% | $13,955-88.5% | $11,599-86.2% |