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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 | $49,208 | $105,856-53.5% | $90,161-45.4% | $147,586-66.7% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 16.03% | 37.63%-21.6pp | 34.89%-18.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,166 | $4,126-71.8% | $3,318-64.9% | $4,876-76.1% |
| Participant deferral / active EE | $151 | $5,733-97.4% | $5,287-97.1% | $5,439-97.2% |
| Admin fee / account holder | $530 | $8,046-93.4% | $5,943-91.1% | $10,886-95.1% |