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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 | $79,181-33.5% | $102,423-48.6% | $74,429-29.2% |
| Participation rate | 43.5% | 74.8%-31.3pp | 76.5%-33.0pp | 67.2%-23.7pp |
| Annual return | 11.97% | 54.97%-43.0pp | 29.42%-17.5pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $987 | $2,362-58.2% | $3,023-67.3% | $2,625-62.4% |
| Participant deferral / active EE | $2,034 | $4,416-53.9% | $5,054-59.8% | $4,348-53.2% |
| Admin fee / account holder | $2,393 | $2,002+19.6% | $9,455-74.7% | $1,944+23.1% |