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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 | $40,435 | $91,559-55.8% | $133,971-69.8% | $79,852-49.4% |
| Participation rate | 64.5% | 73.3%-8.8pp | 79.8%-15.3pp | 69.6%-5.1pp |
| Annual return | 294796.00% | 61.85%+294734.1pp | 45.09%+294750.9pp | 31.72%+294764.3pp |
| Employer contribution / active EE | $762 | $2,384-68.1% | $3,919-80.6% | $2,471-69.2% |
| Participant deferral / active EE | $1,599 | $3,734-57.2% | $5,047-68.3% | $3,740-57.2% |
| Admin fee / account holder | $607 | $6,321-90.4% | $8,929-93.2% | $5,306-88.6% |