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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 | $69,376 | $58,391+18.8% | $76,657-9.5% | $72,975-4.9% |
| Participation rate | 37.3% | 67.4%-30.1pp | 72.1%-34.8pp | 69.5%-32.2pp |
| Annual return | 16.60% | 2306.65%-2290.0pp | 1166.74%-1150.1pp | 81.01%-64.4pp |
| Employer contribution / active EE | $668 | $1,787-62.6% | $2,303-71.0% | $2,440-72.6% |
| Participant deferral / active EE | $889 | $2,690-66.9% | $3,335-73.3% | $3,608-75.3% |
| Admin fee / account holder | $15,345 | $4,014+282.3% | $6,423+138.9% | $5,124+199.5% |