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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 | $66,986 | $65,555+2.2% | $86,216-22.3% | $75,173-10.9% |
| Participation rate | 53.2% | 60.5%-7.3pp | 69.0%-15.8pp | 67.2%-14.0pp |
| Annual return | 21.13% | 46.07%-24.9pp | 1169.42%-1148.3pp | 160.72%-139.6pp |
| Employer contribution / active EE | $957 | $1,553-38.4% | $2,382-59.8% | $2,671-64.2% |
| Participant deferral / active EE | $1,184 | $3,023-60.8% | $3,986-70.3% | $4,126-71.3% |
| Admin fee / account holder | $1,259 | $5,469-77.0% | $6,853-81.6% | $5,651-77.7% |