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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 | $77,472 | $102,696-24.6% | $86,235-10.2% | $139,487-44.5% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.0%-23.5pp | 80.3%-34.9pp |
| Annual return | 12.46% | 1925.91%-1913.4pp | 1170.03%-1157.6pp | 373.84%-361.4pp |
| Employer contribution / active EE | $580 | $3,034-80.9% | $2,381-75.6% | $4,755-87.8% |
| Participant deferral / active EE | $1,108 | $4,679-76.3% | $3,987-72.2% | $6,713-83.5% |
| Admin fee / account holder | $1,334 | $8,667-84.6% | $6,856-80.5% | $11,407-88.3% |