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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 | $86,240 | $156,963-45.1% | $121,204-28.8% | $139,466-38.2% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 10.99% | 1476.75%-1465.8pp | 987.18%-976.2pp | 373.66%-362.7pp |
| Employer contribution / active EE | $415 | $5,544-92.5% | $4,170-90.0% | $4,754-91.3% |
| Participant deferral / active EE | $96 | $4,848-98.0% | $4,083-97.6% | $6,712-98.6% |
| Admin fee / account holder | $27,829 | $6,953+300.2% | $5,651+392.5% | $11,409+143.9% |