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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 | $27,065 | $150,447-82.0% | $136,298-80.1% | $147,586-81.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 23.17% | 1049.15%-1026.0pp | 5156.27%-5133.1pp | 578.59%-555.4pp |
| Employer contribution / active EE | $1,871 | $5,256-64.4% | $4,696-60.2% | $4,876-61.6% |
| Participant deferral / active EE | $754 | $6,631-88.6% | $6,247-87.9% | $5,439-86.1% |
| Admin fee / account holder | $30,303 | $10,906+177.9% | $9,244+227.8% | $10,886+178.4% |