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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 | $54,452 | $159,934-66.0% | $147,005-63.0% | $145,959-62.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 47.78% | 98.24%-50.5pp | 418.76%-371.0pp | 561.95%-514.2pp |
| Employer contribution / active EE | $1,755 | $5,287-66.8% | $4,934-64.4% | $4,661-62.3% |
| Participant deferral / active EE | $1,755 | $8,427-79.2% | $8,070-78.2% | $6,689-73.8% |
| Admin fee / account holder | $26,965 | $15,053+79.1% | $13,006+107.3% | $13,398+101.3% |