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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 | $55,479 | $59,456-6.7% | $93,681-40.8% | $74,400-25.4% |
| Participation rate | 26.9% | 59.6%-32.7pp | 68.7%-41.8pp | 67.2%-40.3pp |
| Annual return | 13.34% | 82.00%-68.7pp | 133.47%-120.1pp | 1367.51%-1354.2pp |
| Employer contribution / active EE | $676 | $1,266-46.6% | $2,422-72.1% | $2,624-74.3% |
| Participant deferral / active EE | $1,220 | $3,052-60.0% | $4,415-72.4% | $4,348-71.9% |
| Admin fee / account holder | $3,998 | $3,026+32.1% | $8,290-51.8% | $1,944+105.7% |