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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 | $37,115 | $85,766-56.7% | $136,297-72.8% | $70,124-47.1% |
| Participation rate | 51.2% | 74.2%-22.9pp | 81.9%-30.7pp | 69.5%-18.3pp |
| Annual return | 14.88% | 31.45%-16.6pp | 5156.19%-5141.3pp | 73.14%-58.3pp |
| Employer contribution / active EE | $892 | $2,966-69.9% | $4,696-81.0% | $2,342-61.9% |
| Participant deferral / active EE | $1,526 | $5,051-69.8% | $6,247-75.6% | $3,332-54.2% |
| Admin fee / account holder | $5,965 | $5,420+10.0% | $9,244-35.5% | $4,645+28.4% |