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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 | $70,579 | $60,139+17.4% | $90,461-22.0% | $79,856-11.6% |
| Participation rate | 3.8% | 65.0%-61.2pp | 72.7%-68.9pp | 69.6%-65.9pp |
| Annual return | 15.48% | 71.96%-56.5pp | 1294.76%-1279.3pp | 31.71%-16.2pp |
| Employer contribution / active EE | $228 | $2,069-89.0% | $3,264-93.0% | $2,471-90.8% |
| Participant deferral / active EE | $285 | $2,939-90.3% | $3,964-92.8% | $3,741-92.4% |
| Admin fee / account holder | $1,297 | $3,978-67.4% | $5,617-76.9% | $5,306-75.6% |