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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 | $44,256 | $85,766-48.4% | $136,298-67.5% | $70,126-36.9% |
| Participation rate | 34.6% | 74.2%-39.5pp | 81.9%-47.3pp | 69.5%-34.9pp |
| Annual return | 19.31% | 31.46%-12.1pp | 5156.27%-5137.0pp | 73.15%-53.8pp |
| Employer contribution / active EE | $617 | $2,966-79.2% | $4,696-86.9% | $2,343-73.7% |
| Participant deferral / active EE | $843 | $5,051-83.3% | $6,247-86.5% | $3,332-74.7% |
| Admin fee / account holder | $1,505 | $5,421-72.2% | $9,244-83.7% | $4,645-67.6% |