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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 | $69,677 | $51,604+35.0% | $129,295-46.1% | $80,874-13.8% |
| Participation rate | 15.6% | 57.0%-41.4pp | 69.6%-54.1pp | 67.6%-52.1pp |
| Annual return | 24.16% | 20.76%+3.4pp | 9429.28%-9405.1pp | 35.62%-11.5pp |
| Employer contribution / active EE | $650 | $1,585-59.0% | $4,157-84.4% | $2,756-76.4% |
| Participant deferral / active EE | $744 | $2,670-72.1% | $4,169-82.1% | $4,297-82.7% |
| Admin fee / account holder | $393 | $4,310-90.9% | $7,665-94.9% | $6,935-94.3% |