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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 | $101,591-36.1% | $147,096-55.9% | $74,429-12.8% |
| Participation rate | 35.4% | 75.5%-40.2pp | 82.2%-46.8pp | 67.2%-31.8pp |
| Annual return | 25.61% | 8746.45%-8720.8pp | 419.75%-394.1pp | 1368.38%-1342.8pp |
| Employer contribution / active EE | $1,221 | $3,813-68.0% | $4,936-75.3% | $2,625-53.5% |
| Participant deferral / active EE | $2,591 | $7,302-64.5% | $8,071-67.9% | $4,348-40.4% |
| Admin fee / account holder | $11,736 | $1,750+570.6% | $13,005-9.8% | $1,944+503.6% |