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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 | $61,937 | $101,539-39.0% | $147,041-57.9% | $74,400-16.8% |
| Participation rate | 63.7% | 75.5%-11.8pp | 82.2%-18.4pp | 67.2%-3.5pp |
| Annual return | 25.42% | 8740.84%-8715.4pp | 419.21%-393.8pp | 1367.51%-1342.1pp |
| Employer contribution / active EE | $1,130 | $3,811-70.3% | $4,935-77.1% | $2,624-56.9% |
| Participant deferral / active EE | $2,289 | $7,304-68.7% | $8,071-71.6% | $4,348-47.4% |
| Admin fee / account holder | $2,573 | $1,749+47.1% | $13,006-80.2% | $1,944+32.4% |