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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 | $59,448+30.1% | $93,696-17.5% | $74,459+3.9% |
| Participation rate | 11.0% | 59.6%-48.6pp | 68.7%-57.7pp | 67.2%-56.2pp |
| Annual return | 15.27% | 82.11%-66.8pp | 133.74%-118.5pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $380 | $1,266-70.0% | $2,422-84.3% | $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 | $3,027-60.8% | $8,287-85.7% | $1,945-39.0% |