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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 | $51,631+35.0% | $129,397-46.2% | $80,925-13.9% |
| Participation rate | 15.6% | 56.9%-41.4pp | 69.6%-54.1pp | 67.7%-52.1pp |
| Annual return | 24.16% | 20.77%+3.4pp | 9453.98%-9429.8pp | 35.65%-11.5pp |
| Employer contribution / active EE | $650 | $1,583-58.9% | $4,154-84.4% | $2,756-76.4% |
| Participant deferral / active EE | $744 | $2,670-72.1% | $4,167-82.1% | $4,299-82.7% |
| Admin fee / account holder | $393 | $4,309-90.9% | $7,679-94.9% | $6,940-94.3% |