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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 | $64,666 | $80,748-19.9% | $102,383-36.8% | $74,429-13.1% |
| Participation rate | 25.4% | 65.7%-40.3pp | 74.5%-49.1pp | 67.2%-41.8pp |
| Annual return | 18.15% | 27.57%-9.4pp | 24.94%-6.8pp | 1368.38%-1350.2pp |
| Employer contribution / active EE | $963 | $3,159-69.5% | $3,870-75.1% | $2,625-63.3% |
| Participant deferral / active EE | $1,599 | $3,861-58.6% | $5,060-68.4% | $4,348-63.2% |
| Admin fee / account holder | $995 | $2,371-58.0% | $8,391-88.1% | $1,944-48.8% |