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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 | $30,876 | $88,778-65.2% | $81,844-62.3% | $145,884-78.8% |
| Participation rate | 61.1% | 75.1%-14.0pp | 72.4%-11.3pp | 80.3%-19.2pp |
| Annual return | 16.80% | 1033.03%-1016.2pp | 778.87%-762.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,284 | $3,087-58.4% | $2,916-56.0% | $4,662-72.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $530 | $8,430-93.7% | $7,355-92.8% | $13,392-96.0% |