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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 | $48,399 | $59,448-18.6% | $93,696-48.3% | $74,459-35.0% |
| Participation rate | 22.7% | 59.6%-37.0pp | 68.7%-46.1pp | 67.2%-44.6pp |
| Annual return | 12.58% | 82.11%-69.5pp | 133.74%-121.2pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $616 | $1,266-51.4% | $2,422-74.6% | $2,626-76.6% |
| Participant deferral / active EE | $1,313 | $3,052-57.0% | $4,417-70.3% | $4,350-69.8% |
| Admin fee / account holder | $1,615 | $3,027-46.6% | $8,287-80.5% | $1,945-16.9% |