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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 | $120,622 | $76,608+57.5% | $56,077+115.1% | $145,877-17.3% |
| Participation rate | 4.5% | 63.2%-58.7pp | 52.5%-48.0pp | 80.3%-75.8pp |
| Annual return | 8.96% | 3009.59%-3000.6pp | 1709.28%-1700.3pp | 551.28%-542.3pp |
| Employer contribution / active EE | $65 | $1,382-95.3% | $1,040-93.8% | $4,663-98.6% |
| Participant deferral / active EE | $70 | $2,624-97.3% | $1,954-96.4% | $6,691-99.0% |
| Admin fee / account holder | $1,211 | $3,325-63.6% | $2,825-57.1% | $13,402-91.0% |