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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 | $71,845 | $59,402+20.9% | $93,654-23.3% | $74,546-3.6% |
| Participation rate | 8.0% | 59.7%-51.7pp | 68.7%-60.8pp | 67.2%-59.2pp |
| Annual return | 11.95% | 81.86%-69.9pp | 133.34%-121.4pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $321 | $1,265-74.6% | $2,421-86.8% | $2,624-87.8% |
| Participant deferral / active EE | $952 | $3,049-68.8% | $4,413-78.4% | $4,347-78.1% |
| Admin fee / account holder | $841 | $3,023-72.2% | $8,282-89.9% | $1,944-56.8% |