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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 | $58,957 | $76,519-23.0% | $56,025+5.2% | $145,897-59.6% |
| Participation rate | 11.1% | 63.2%-52.1pp | 52.5%-41.4pp | 80.3%-69.2pp |
| Annual return | 10.08% | 3017.03%-3007.0pp | 1712.69%-1702.6pp | 552.29%-542.2pp |
| Employer contribution / active EE | $67 | $1,383-95.2% | $1,042-93.6% | $4,663-98.6% |
| Participant deferral / active EE | $83 | $2,624-96.8% | $1,955-95.7% | $6,689-98.8% |
| Admin fee / account holder | $600 | $3,331-82.0% | $2,828-78.8% | $13,390-95.5% |