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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 | $46,188 | $58,391-20.9% | $76,667-39.8% | $72,976-36.7% |
| Participation rate | 60.7% | 67.4%-6.7pp | 72.1%-11.4pp | 69.5%-8.8pp |
| Annual return | 20.43% | 2306.65%-2286.2pp | 1166.74%-1146.3pp | 81.02%-60.6pp |
| Employer contribution / active EE | $410 | $1,787-77.1% | $2,303-82.2% | $2,440-83.2% |
| Participant deferral / active EE | $981 | $2,690-63.5% | $3,336-70.6% | $3,608-72.8% |
| Admin fee / account holder | $2,437 | $4,014-39.3% | $6,423-62.1% | $5,124-52.4% |