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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 | $71,423 | $88,117-18.9% | $164,928-56.7% | $74,400-4.0% |
| Participation rate | 43.3% | 73.1%-29.8pp | 78.6%-35.4pp | 67.2%-23.9pp |
| Annual return | 12.69% | 17.27%-4.6pp | 70.08%-57.4pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $938 | $2,596-63.9% | $4,343-78.4% | $2,624-64.3% |
| Participant deferral / active EE | $1,478 | $4,501-67.2% | $6,034-75.5% | $4,348-66.0% |
| Admin fee / account holder | $3,007 | $2,230+34.8% | $12,684-76.3% | $1,944+54.7% |