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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 | $43,963 | $124,346-64.6% | $111,306-60.5% | $167,553-73.8% |
| Participation rate | 47.4% | 79.6%-32.3pp | 77.3%-30.0pp | 82.1%-34.7pp |
| Annual return | 9.18% | 37.46%-28.3pp | 54.67%-45.5pp | 478.89%-469.7pp |
| Employer contribution / active EE | $1,053 | $3,438-69.4% | $2,732-61.5% | $4,840-78.2% |
| Participant deferral / active EE | $1,165 | $5,182-77.5% | $4,488-74.0% | $6,343-81.6% |
| Admin fee / account holder | $2,373 | $10,623-77.7% | $7,966-70.2% | $12,316-80.7% |