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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 | $85,451 | $45,043+89.7% | $85,063+0.5% | $74,400+14.9% |
| Participation rate | 14.0% | 49.4%-35.3pp | 67.5%-53.5pp | 67.2%-53.2pp |
| Annual return | 11.19% | 26.26%-15.1pp | 66.54%-55.3pp | 1367.51%-1356.3pp |
| Employer contribution / active EE | $279 | $1,458-80.8% | $2,727-89.8% | $2,624-89.4% |
| Participant deferral / active EE | $494 | $2,733-81.9% | $4,523-89.1% | $4,348-88.6% |
| Admin fee / account holder | $716 | $2,210-67.6% | $6,155-88.4% | $1,944-63.2% |