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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 | $69,076 | $78,607-12.1% | $105,624-34.6% | $74,478-7.3% |
| Participation rate | 39.6% | 72.8%-33.2pp | 75.3%-35.6pp | 67.2%-27.6pp |
| Annual return | 12.84% | 15.96%-3.1pp | 116.20%-103.4pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $729 | $2,523-71.1% | $3,168-77.0% | $2,626-72.2% |
| Participant deferral / active EE | $1,502 | $4,325-65.3% | $5,013-70.0% | $4,350-65.5% |
| Admin fee / account holder | $2,085 | $2,220-6.1% | $10,961-81.0% | $1,946+7.2% |