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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 | $61,382 | $88,754-30.8% | $81,820-25.0% | $145,877-57.9% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 10.30% | 1031.77%-1021.5pp | 777.93%-767.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $482 | $3,085-84.4% | $2,915-83.5% | $4,663-89.7% |
| Participant deferral / active EE | $602 | $4,648-87.0% | $4,323-86.1% | $6,691-91.0% |
| Admin fee / account holder | $13,867 | $8,424+64.6% | $7,391+87.6% | $13,402+3.5% |