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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 | $67,412 | $101,539-33.6% | $147,041-54.2% | $74,400-9.4% |
| Participation rate | 58.3% | 75.5%-17.2pp | 82.2%-23.8pp | 67.2%-8.9pp |
| Annual return | 15.82% | 8740.84%-8725.0pp | 419.21%-403.4pp | 1367.51%-1351.7pp |
| Employer contribution / active EE | $1,513 | $3,811-60.3% | $4,935-69.3% | $2,624-42.4% |
| Participant deferral / active EE | $2,994 | $7,304-59.0% | $8,071-62.9% | $4,348-31.1% |
| Admin fee / account holder | $727 | $1,749-58.5% | $13,006-94.4% | $1,944-62.6% |