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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 | $64,916 | $101,653-36.1% | $147,080-55.9% | $74,459-12.8% |
| Participation rate | 35.4% | 75.6%-40.2pp | 82.2%-46.8pp | 67.2%-31.8pp |
| Annual return | 25.61% | 8754.98%-8729.4pp | 420.17%-394.6pp | 1369.70%-1344.1pp |
| Employer contribution / active EE | $1,221 | $3,813-68.0% | $4,933-75.2% | $2,626-53.5% |
| Participant deferral / active EE | $2,591 | $7,304-64.5% | $8,066-67.9% | $4,350-40.4% |
| Admin fee / account holder | $11,736 | $1,752+570.0% | $12,989-9.6% | $1,945+503.5% |