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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 | $56,841 | $100,911-43.7% | $90,440-37.2% | $158,966-64.2% |
| Participation rate | 21.7% | 75.0%-53.3pp | 72.7%-51.0pp | 82.0%-60.2pp |
| Annual return | 35.16% | 1726.62%-1691.5pp | 1294.38%-1259.2pp | 302.95%-267.8pp |
| Employer contribution / active EE | $473 | $3,690-87.2% | $3,263-85.5% | $4,762-90.1% |
| Participant deferral / active EE | $746 | $4,348-82.9% | $3,964-81.2% | $5,983-87.5% |
| Admin fee / account holder | $13,185 | $6,507+102.6% | $5,615+134.8% | $11,250+17.2% |