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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 | $61,793 | $148,623-58.4% | $135,974-54.6% | $139,466-55.7% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 22.03% | 79.30%-57.3pp | 68.30%-46.3pp | 373.66%-351.6pp |
| Employer contribution / active EE | $2,273 | $5,246-56.7% | $4,859-53.2% | $4,754-52.2% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $32,122 | $12,406+158.9% | $10,767+198.4% | $11,409+181.6% |