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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 | $38,550 | $88,702-56.5% | $81,780-52.9% | $145,978-73.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 15.27% | 1029.12%-1013.9pp | 776.27%-761.0pp | 550.52%-535.2pp |
| Employer contribution / active EE | $1,133 | $3,084-63.3% | $2,914-61.1% | $4,662-75.7% |
| Participant deferral / active EE | $467 | $4,645-90.0% | $4,321-89.2% | $6,690-93.0% |
| Admin fee / account holder | $17,465 | $8,414+107.6% | $7,384+136.5% | $13,400+30.3% |