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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 | $65,481 | $168,626-61.2% | $133,698-51.0% | $145,897-55.1% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.4%-16.4pp | 80.3%-20.3pp |
| Annual return | 13.71% | 1168.99%-1155.3pp | 580.90%-567.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,181 | $5,290-77.7% | $4,218-72.0% | $4,663-74.7% |
| Participant deferral / active EE | $1,464 | $8,688-83.1% | $7,016-79.1% | $6,689-78.1% |
| Admin fee / account holder | $52,656 | $9,638+446.3% | $6,703+685.6% | $13,390+293.2% |