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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 | $64,856 | $78,636-17.5% | $105,607-38.6% | $74,459-12.9% |
| Participation rate | 21.0% | 72.8%-51.7pp | 75.3%-54.2pp | 67.2%-46.2pp |
| Annual return | 19.17% | 15.96%+3.2pp | 116.11%-96.9pp | 1369.70%-1350.5pp |
| Employer contribution / active EE | $731 | $2,523-71.0% | $3,167-76.9% | $2,626-72.2% |
| Participant deferral / active EE | $1,709 | $4,322-60.5% | $5,011-65.9% | $4,350-60.7% |
| Admin fee / account holder | $1,914 | $2,220-13.8% | $10,958-82.5% | $1,945-1.6% |