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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 | $65,631 | $102,422-35.9% | $147,117-55.4% | $80,959-18.9% |
| Participation rate | 43.6% | 75.9%-32.3pp | 82.2%-38.6pp | 67.7%-24.1pp |
| Annual return | 15.56% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,359 | $3,717-63.4% | $4,932-72.5% | $2,757-50.7% |
| Participant deferral / active EE | $2,500 | $6,652-62.4% | $8,065-69.0% | $4,300-41.9% |
| Admin fee / account holder | $417 | $7,953-94.8% | $12,993-96.8% | $6,925-94.0% |