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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 | $69,265 | $88,137-21.4% | $164,975-58.0% | $74,429-6.9% |
| Participation rate | 42.2% | 73.1%-30.9pp | 78.6%-36.4pp | 67.2%-25.0pp |
| Annual return | 16.58% | 17.13%-0.6pp | 70.12%-53.5pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $790 | $2,597-69.6% | $4,343-81.8% | $2,625-69.9% |
| Participant deferral / active EE | $1,315 | $4,501-70.8% | $6,033-78.2% | $4,348-69.8% |
| Admin fee / account holder | $3,509 | $2,231+57.2% | $12,688-72.3% | $1,944+80.5% |