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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 | $25,500 | $85,766-70.3% | $136,298-81.3% | $70,126-63.6% |
| Participation rate | 38.8% | 74.2%-35.4pp | 81.9%-43.2pp | 69.5%-30.8pp |
| Annual return | 17.97% | 31.46%-13.5pp | 5156.27%-5138.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $753 | $2,966-74.6% | $4,696-84.0% | $2,343-67.9% |
| Participant deferral / active EE | $1,400 | $5,051-72.3% | $6,247-77.6% | $3,332-58.0% |
| Admin fee / account holder | $1,191 | $5,421-78.0% | $9,244-87.1% | $4,645-74.4% |