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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 | $45,847 | $85,766-46.5% | $136,298-66.4% | $70,126-34.6% |
| Participation rate | 20.5% | 74.2%-53.6pp | 81.9%-61.4pp | 69.5%-49.0pp |
| Annual return | 16.41% | 31.46%-15.0pp | 5156.27%-5139.9pp | 73.15%-56.7pp |
| Employer contribution / active EE | $984 | $2,966-66.8% | $4,696-79.0% | $2,343-58.0% |
| Participant deferral / active EE | $1,784 | $5,051-64.7% | $6,247-71.4% | $3,332-46.5% |
| Admin fee / account holder | $423 | $5,421-92.2% | $9,244-95.4% | $4,645-90.9% |