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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 | $51,606-11.0% | $129,339-64.5% | $80,911-43.2% |
| Participation rate | 30.3% | 57.0%-26.7pp | 69.6%-39.4pp | 67.6%-37.4pp |
| Annual return | 11.86% | 20.76%-8.9pp | 9437.05%-9425.2pp | 35.63%-23.8pp |
| Employer contribution / active EE | $950 | $1,582-40.0% | $4,154-77.1% | $2,756-65.5% |
| Participant deferral / active EE | $487 | $2,669-81.7% | $4,170-88.3% | $4,297-88.7% |
| Admin fee / account holder | $2,356 | $4,310-45.3% | $7,668-69.3% | $6,935-66.0% |