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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 | $49,960 | $85,766-41.7% | $136,298-63.3% | $70,126-28.8% |
| Participation rate | 40.0% | 74.2%-34.2pp | 81.9%-41.9pp | 69.5%-29.5pp |
| Annual return | 20.46% | 31.46%-11.0pp | 5156.27%-5135.8pp | 73.15%-52.7pp |
| Employer contribution / active EE | $635 | $2,966-78.6% | $4,696-86.5% | $2,343-72.9% |
| Participant deferral / active EE | $1,045 | $5,051-79.3% | $6,247-83.3% | $3,332-68.6% |
| Admin fee / account holder | $372 | $5,421-93.1% | $9,244-96.0% | $4,645-92.0% |