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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 | $52,682 | $79,223-33.5% | $102,460-48.6% | $74,478-29.3% |
| Participation rate | 43.5% | 74.8%-31.2pp | 76.5%-33.0pp | 67.2%-23.7pp |
| Annual return | 11.97% | 54.98%-43.0pp | 29.47%-17.5pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $987 | $2,363-58.2% | $3,025-67.4% | $2,626-62.4% |
| Participant deferral / active EE | $2,034 | $4,417-54.0% | $5,056-59.8% | $4,350-53.2% |
| Admin fee / account holder | $2,393 | $2,003+19.5% | $9,460-74.7% | $1,946+23.0% |