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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 | $77,342 | $59,467+30.1% | $93,727-17.5% | $74,478+3.8% |
| Participation rate | 11.0% | 59.6%-48.6pp | 68.7%-57.7pp | 67.2%-56.2pp |
| Annual return | 15.27% | 82.14%-66.9pp | 133.83%-118.6pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $380 | $1,267-70.0% | $2,421-84.3% | $2,626-85.5% |
| Participant deferral / active EE | $585 | $3,052-80.8% | $4,417-86.7% | $4,350-86.5% |
| Admin fee / account holder | $1,186 | $3,028-60.8% | $8,292-85.7% | $1,946-39.0% |