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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 | $45,934 | $51,642-11.1% | $129,384-64.5% | $80,935-43.2% |
| Participation rate | 30.3% | 56.9%-26.7pp | 69.6%-39.4pp | 67.7%-37.4pp |
| Annual return | 11.86% | 20.78%-8.9pp | 9461.77%-9449.9pp | 35.66%-23.8pp |
| Employer contribution / active EE | $950 | $1,583-40.0% | $4,153-77.1% | $2,757-65.5% |
| Participant deferral / active EE | $487 | $2,670-81.7% | $4,166-88.3% | $4,299-88.7% |
| Admin fee / account holder | $2,356 | $4,312-45.4% | $7,686-69.3% | $6,924-66.0% |