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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 | $53,084 | $111,878-52.6% | $93,727-43.4% | $145,897-63.6% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 10.26% | 204.28%-194.0pp | 133.83%-123.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,050 | $3,092-66.0% | $2,421-56.6% | $4,663-77.5% |
| Participant deferral / active EE | $1,050 | $4,920-78.7% | $4,417-76.2% | $6,689-84.3% |
| Admin fee / account holder | $1,248 | $10,256-87.8% | $8,292-84.9% | $13,390-90.7% |