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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 | $35,641 | $85,766-58.4% | $136,297-73.9% | $70,131-49.2% |
| Participation rate | 44.9% | 74.2%-29.3pp | 81.9%-37.0pp | 69.5%-24.7pp |
| Annual return | 19.28% | 31.45%-12.2pp | 5156.16%-5136.9pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,118 | $2,966-62.3% | $4,696-76.2% | $2,342-52.3% |
| Participant deferral / active EE | $2,133 | $5,051-57.8% | $6,247-65.9% | $3,332-36.0% |
| Admin fee / account holder | $950 | $5,420-82.5% | $9,244-89.7% | $4,645-79.5% |