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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 | $51,111 | $101,591-49.7% | $147,096-65.3% | $74,429-31.3% |
| Participation rate | 31.3% | 75.5%-44.3pp | 82.2%-50.9pp | 67.2%-36.0pp |
| Annual return | 16.20% | 8746.45%-8730.3pp | 419.75%-403.6pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $958 | $3,813-74.9% | $4,936-80.6% | $2,625-63.5% |
| Participant deferral / active EE | $1,912 | $7,302-73.8% | $8,071-76.3% | $4,348-56.0% |
| Admin fee / account holder | $2,533 | $1,750+44.7% | $13,005-80.5% | $1,944+30.3% |