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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 | $55,013 | $96,691-43.1% | $86,656-36.5% | $139,487-60.6% |
| Participation rate | 66.7% | 74.4%-7.8pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 16.73% | 106.87%-90.1pp | 593.09%-576.4pp | 373.84%-357.1pp |
| Employer contribution / active EE | $818 | $3,267-75.0% | $3,025-73.0% | $4,755-82.8% |
| Participant deferral / active EE | $834 | $4,838-82.8% | $4,439-81.2% | $6,713-87.6% |
| Admin fee / account holder | $3,016 | $6,414-53.0% | $5,619-46.3% | $11,407-73.6% |