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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 | $79,223-42.7% | $102,460-55.7% | $74,478-39.0% |
| Participation rate | 45.5% | 74.8%-29.2pp | 76.5%-31.0pp | 67.2%-21.7pp |
| Annual return | 13.88% | 54.98%-41.1pp | 29.47%-15.6pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $884 | $2,363-62.6% | $3,025-70.8% | $2,626-66.3% |
| Participant deferral / active EE | $1,615 | $4,417-63.4% | $5,056-68.1% | $4,350-62.9% |
| Admin fee / account holder | $793 | $2,003-60.4% | $9,460-91.6% | $1,946-59.2% |