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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 | $54,332 | $100,060-45.7% | $149,721-63.7% | $70,126-22.5% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.1%-20.4pp | 69.5%-2.9pp |
| Annual return | 30.54% | 27.46%+3.1pp | 1501.67%-1471.1pp | 73.15%-42.6pp |
| Employer contribution / active EE | $1,171 | $3,661-68.0% | $5,444-78.5% | $2,343-50.0% |
| Participant deferral / active EE | $1,721 | $4,982-65.5% | $6,568-73.8% | $3,332-48.4% |
| Admin fee / account holder | $2,101 | $8,285-74.6% | $11,282-81.4% | $4,645-54.8% |