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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 | $101,653-33.7% | $147,080-54.2% | $74,459-9.5% |
| Participation rate | 58.3% | 75.6%-17.2pp | 82.2%-23.8pp | 67.2%-8.9pp |
| Annual return | 15.82% | 8754.98%-8739.2pp | 420.17%-404.4pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $1,513 | $3,813-60.3% | $4,933-69.3% | $2,626-42.4% |
| Participant deferral / active EE | $2,994 | $7,304-59.0% | $8,066-62.9% | $4,350-31.2% |
| Admin fee / account holder | $727 | $1,752-58.5% | $12,989-94.4% | $1,945-62.6% |