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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 | $32,507 | $85,766-62.1% | $136,298-76.2% | $70,126-53.6% |
| Participation rate | 56.1% | 74.2%-18.1pp | 81.9%-25.8pp | 69.5%-13.4pp |
| Annual return | 15.77% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,233 | $2,966-58.4% | $4,696-73.7% | $2,343-47.3% |
| Participant deferral / active EE | $1,924 | $5,051-61.9% | $6,247-69.2% | $3,332-42.3% |
| Admin fee / account holder | $7,629 | $5,421+40.7% | $9,244-17.5% | $4,645+64.2% |