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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 | $64,211 | $56,197+14.3% | $67,652-5.1% | $59,633+7.7% |
| Participation rate | 55.6% | 71.5%-15.9pp | 75.7%-20.1pp | 68.7%-13.1pp |
| Annual return | 0.99% | 18508.10%-18507.1pp | 6625.40%-6624.4pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $865 | $1,615-46.5% | $2,266-61.8% | $2,203-60.8% |
| Participant deferral / active EE | $1,167 | $2,844-59.0% | $3,560-67.2% | $3,192-63.4% |
| Admin fee / account holder | $1,451 | $3,958-63.3% | $4,821-69.9% | $4,297-66.2% |