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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 | $70,701 | $88,778-20.4% | $81,844-13.6% | $145,884-51.5% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 12.78% | 1033.03%-1020.3pp | 778.87%-766.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $5,345 | $3,087+73.2% | $2,916+83.3% | $4,662+14.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $483 | $8,430-94.3% | $7,355-93.4% | $13,392-96.4% |