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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 | $173,526-62.3% | $136,072-51.9% | $145,884-55.1% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.4%-16.4pp | 80.3%-20.3pp |
| Annual return | 13.71% | 1167.12%-1153.4pp | 580.46%-566.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,181 | $5,285-77.7% | $4,216-72.0% | $4,662-74.7% |
| Participant deferral / active EE | $1,464 | $8,711-83.2% | $7,028-79.2% | $6,690-78.1% |
| Admin fee / account holder | $52,656 | $9,665+444.8% | $6,718+683.8% | $13,392+293.2% |