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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 | $34,902 | $96,678-63.9% | $86,640-59.7% | $139,466-75.0% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 17.01% | 106.69%-89.7pp | 592.52%-575.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $3,557 | $3,265+8.9% | $3,024+17.6% | $4,754-25.2% |
| Participant deferral / active EE | $472 | $4,837-90.2% | $4,438-89.4% | $6,712-93.0% |
| Admin fee / account holder | $11,593 | $6,410+80.9% | $5,616+106.4% | $11,409+1.6% |