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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 | $41,084 | $79,223-48.1% | $102,460-59.9% | $74,478-44.8% |
| Participation rate | 56.4% | 74.8%-18.4pp | 76.5%-20.1pp | 67.2%-10.8pp |
| Annual return | 11.95% | 54.98%-43.0pp | 29.47%-17.5pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $1,351 | $2,363-42.9% | $3,025-55.4% | $2,626-48.6% |
| Participant deferral / active EE | $2,015 | $4,417-54.4% | $5,056-60.1% | $4,350-53.7% |
| Admin fee / account holder | $1,774 | $2,003-11.4% | $9,460-81.2% | $1,946-8.8% |