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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 | $88,710-30.8% | $81,783-24.9% | $145,959-57.9% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 10.30% | 1027.26%-1017.0pp | 775.05%-764.8pp | 561.95%-551.6pp |
| Employer contribution / active EE | $482 | $3,083-84.4% | $2,913-83.5% | $4,661-89.7% |
| Participant deferral / active EE | $602 | $4,645-87.0% | $4,320-86.1% | $6,689-91.0% |
| Admin fee / account holder | $13,867 | $8,407+64.9% | $7,380+87.9% | $13,398+3.5% |