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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 | $60,702 | $96,643-37.2% | $86,617-29.9% | $139,456-56.5% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 21.01% | 106.57%-85.6pp | 591.91%-570.9pp | 373.45%-352.4pp |
| Employer contribution / active EE | $1,908 | $3,264-41.6% | $3,023-36.9% | $4,753-59.9% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $7,719 | $6,406+20.5% | $5,613+37.5% | $11,407-32.3% |