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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 | $78,483-17.4% | $106,201-38.9% | $74,546-13.0% |
| Participation rate | 21.0% | 72.8%-51.8pp | 75.3%-54.3pp | 67.2%-46.2pp |
| Annual return | 19.17% | 15.94%+3.2pp | 116.26%-97.1pp | 1366.03%-1346.9pp |
| Employer contribution / active EE | $731 | $2,522-71.0% | $3,170-76.9% | $2,624-72.2% |
| Participant deferral / active EE | $1,709 | $4,320-60.4% | $5,012-65.9% | $4,347-60.7% |
| Admin fee / account holder | $1,914 | $2,236-14.4% | $11,039-82.7% | $1,944-1.5% |