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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 | $79,114 | $109,872-28.0% | $98,483-19.7% | $167,536-52.8% |
| Participation rate | 44.4% | 75.8%-31.4pp | 73.3%-28.9pp | 82.1%-37.7pp |
| Annual return | 16.19% | 1959.31%-1943.1pp | 1494.38%-1478.2pp | 478.82%-462.6pp |
| Employer contribution / active EE | $1,574 | $3,225-51.2% | $2,961-46.8% | $4,839-67.5% |
| Participant deferral / active EE | $365 | $4,673-92.2% | $4,276-91.5% | $6,342-94.2% |
| Admin fee / account holder | $7,357 | $6,757+8.9% | $5,953+23.6% | $12,315-40.3% |