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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 | $70,391 | $78,607-10.5% | $105,624-33.4% | $74,478-5.5% |
| Participation rate | 16.5% | 72.8%-56.3pp | 75.3%-58.7pp | 67.2%-50.7pp |
| Annual return | 16.63% | 15.96%+0.7pp | 116.20%-99.6pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $861 | $2,523-65.9% | $3,168-72.8% | $2,626-67.2% |
| Participant deferral / active EE | $1,303 | $4,325-69.9% | $5,013-74.0% | $4,350-70.0% |
| Admin fee / account holder | $511 | $2,220-77.0% | $10,961-95.3% | $1,946-73.7% |