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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 | $34,581 | $101,499-65.9% | $147,005-76.5% | $74,546-53.6% |
| Participation rate | 60.3% | 75.5%-15.3pp | 82.2%-21.9pp | 67.2%-6.9pp |
| Annual return | 16.19% | 8732.34%-8716.2pp | 418.76%-402.6pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $1,904 | $3,811-50.0% | $4,934-61.4% | $2,624-27.4% |
| Participant deferral / active EE | $2,314 | $7,304-68.3% | $8,070-71.3% | $4,347-46.8% |
| Admin fee / account holder | $820 | $1,748-53.1% | $13,006-93.7% | $1,944-57.8% |