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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 | $45,313 | $88,815-49.0% | $81,882-44.7% | $145,897-68.9% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 13.78% | 1033.75%-1020.0pp | 779.47%-765.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,511 | $3,086-51.0% | $2,916-48.2% | $4,663-67.6% |
| Participant deferral / active EE | $270 | $4,647-94.2% | $4,323-93.8% | $6,689-96.0% |
| Admin fee / account holder | $952 | $8,434-88.7% | $7,360-87.1% | $13,390-92.9% |