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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 | $36,566 | $85,766-57.4% | $136,298-73.2% | $70,126-47.9% |
| Participation rate | 44.1% | 74.2%-30.0pp | 81.9%-37.8pp | 69.5%-25.4pp |
| Annual return | 17.86% | 31.46%-13.6pp | 5156.27%-5138.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $624 | $2,966-79.0% | $4,696-86.7% | $2,343-73.4% |
| Participant deferral / active EE | $1,810 | $5,051-64.2% | $6,247-71.0% | $3,332-45.7% |
| Admin fee / account holder | $720 | $5,421-86.7% | $9,244-92.2% | $4,645-84.5% |