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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 | $61,835 | $38,969+58.7% | $109,313-43.4% | $55,167+12.1% |
| Participation rate | 9.3% | 58.2%-49.0pp | 71.3%-62.0pp | 69.0%-59.7pp |
| Annual return | 33.89% | 8.26%+25.6pp | 22.07%+11.8pp | 169.23%-135.3pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $392 | $2,176-82.0% | $3,166-87.6% | $3,054-87.2% |
| Admin fee / account holder | $10,670 | $501+2029.5% | $5,666+88.3% | $504+2017.5% |