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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 | $64,916 | $101,499-36.0% | $147,005-55.8% | $74,546-12.9% |
| Participation rate | 35.4% | 75.5%-40.1pp | 82.2%-46.8pp | 67.2%-31.8pp |
| Annual return | 25.61% | 8732.34%-8706.7pp | 418.76%-393.2pp | 1366.03%-1340.4pp |
| Employer contribution / active EE | $1,221 | $3,811-68.0% | $4,934-75.3% | $2,624-53.5% |
| Participant deferral / active EE | $2,591 | $7,304-64.5% | $8,070-67.9% | $4,347-40.4% |
| Admin fee / account holder | $11,736 | $1,748+571.4% | $13,006-9.8% | $1,944+503.8% |