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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 | $69,118 | $101,591-32.0% | $147,096-53.0% | $74,429-7.1% |
| Participation rate | 37.1% | 75.5%-38.5pp | 82.2%-45.1pp | 67.2%-30.1pp |
| Annual return | 14.44% | 8746.45%-8732.0pp | 419.75%-405.3pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $1,120 | $3,813-70.6% | $4,936-77.3% | $2,625-57.3% |
| Participant deferral / active EE | $2,340 | $7,302-68.0% | $8,071-71.0% | $4,348-46.2% |
| Admin fee / account holder | $969 | $1,750-44.6% | $13,005-92.5% | $1,944-50.2% |