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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 | $87,956 | $109,967-20.0% | $97,197-9.5% | $145,877-39.7% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 20.67% | 244.27%-223.6pp | 75.47%-54.8pp | 551.28%-530.6pp |
| Employer contribution / active EE | $645 | $3,077-79.0% | $2,723-76.3% | $4,663-86.2% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,361 | $6,199-78.1% | $5,637-75.9% | $13,402-89.8% |