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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 | $70,641 | $109,872-35.7% | $98,483-28.3% | $167,536-57.8% |
| Participation rate | 54.5% | 75.8%-21.3pp | 73.3%-18.8pp | 82.1%-27.6pp |
| Annual return | 12.43% | 1959.31%-1946.9pp | 1494.38%-1482.0pp | 478.82%-466.4pp |
| Employer contribution / active EE | $877 | $3,225-72.8% | $2,961-70.4% | $4,839-81.9% |
| Participant deferral / active EE | $877 | $4,673-81.2% | $4,276-79.5% | $6,342-86.2% |
| Admin fee / account holder | $801 | $6,757-88.1% | $5,953-86.5% | $12,315-93.5% |