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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 | $36,181 | $109,905-67.1% | $98,506-63.3% | $167,553-78.4% |
| Participation rate | 58.3% | 75.8%-17.5pp | 73.3%-15.0pp | 82.1%-23.8pp |
| Annual return | 13.02% | 1960.20%-1947.2pp | 1494.92%-1481.9pp | 478.89%-465.9pp |
| Employer contribution / active EE | $2,304 | $3,226-28.6% | $2,961-22.2% | $4,840-52.4% |
| Participant deferral / active EE | $595 | $4,674-87.3% | $4,277-86.1% | $6,343-90.6% |
| Admin fee / account holder | $737 | $6,760-89.1% | $5,955-87.6% | $12,316-94.0% |