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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 | $27,366 | $80,753-66.1% | $136,298-79.9% | $62,293-56.1% |
| Participation rate | 34.5% | 73.5%-39.1pp | 81.9%-47.5pp | 69.5%-35.1pp |
| Annual return | 17.06% | 35.83%-18.8pp | 5156.27%-5139.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $906 | $2,884-68.6% | $4,696-80.7% | $2,042-55.6% |
| Participant deferral / active EE | $1,941 | $5,164-62.4% | $6,247-68.9% | $3,169-38.8% |
| Admin fee / account holder | $2,379 | $525+352.7% | $9,244-74.3% | $479+396.2% |