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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 | $63,463 | $85,766-26.0% | $136,298-53.4% | $70,126-9.5% |
| Participation rate | 29.5% | 74.2%-44.6pp | 81.9%-52.4pp | 69.5%-40.0pp |
| Annual return | 19.29% | 31.46%-12.2pp | 5156.27%-5137.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $728 | $2,966-75.4% | $4,696-84.5% | $2,343-68.9% |
| Participant deferral / active EE | $1,348 | $5,051-73.3% | $6,247-78.4% | $3,332-59.5% |
| Admin fee / account holder | $552 | $5,421-89.8% | $9,244-94.0% | $4,645-88.1% |