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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 | $26,162 | $138,102-81.1% | $125,381-79.1% | $134,532-80.6% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-14.0pp | 81.2%-12.8pp |
| Annual return | 0.62% | 750.73%-750.1pp | 572.31%-571.7pp | 418.27%-417.6pp |
| Employer contribution / active EE | $1,192 | $5,245-77.3% | $4,815-75.2% | $4,741-74.9% |
| Participant deferral / active EE | $2,464 | $7,801-68.4% | $7,448-66.9% | $6,401-61.5% |
| Admin fee / account holder | $5,069 | $11,568-56.2% | $10,007-49.3% | $11,429-55.6% |