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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 | $45,404 | $79,184-42.7% | $102,438-55.7% | $74,546-39.1% |
| Participation rate | 45.5% | 74.8%-29.3pp | 76.5%-31.0pp | 67.2%-21.7pp |
| Annual return | 13.88% | 54.95%-41.1pp | 29.37%-15.5pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $884 | $2,362-62.6% | $3,024-70.8% | $2,624-66.3% |
| Participant deferral / active EE | $1,615 | $4,414-63.4% | $5,054-68.0% | $4,347-62.9% |
| Admin fee / account holder | $793 | $2,001-60.4% | $9,448-91.6% | $1,944-59.2% |