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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 | $22,383 | $88,710-74.8% | $81,783-72.6% | $145,959-84.7% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 10.39% | 1027.26%-1016.9pp | 775.05%-764.7pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,858 | $3,083-7.3% | $2,913-1.9% | $4,661-38.7% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $736 | $8,407-91.2% | $7,380-90.0% | $13,398-94.5% |