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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 | $46,491 | $80,748-42.4% | $102,383-54.6% | $74,429-37.5% |
| Participation rate | 18.0% | 65.7%-47.6pp | 74.5%-56.5pp | 67.2%-49.2pp |
| Annual return | 12.64% | 27.57%-14.9pp | 24.94%-12.3pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $1,933 | $3,159-38.8% | $3,870-50.1% | $2,625-26.4% |
| Participant deferral / active EE | $1,441 | $3,861-62.7% | $5,060-71.5% | $4,348-66.9% |
| Admin fee / account holder | $1,620 | $2,371-31.7% | $8,391-80.7% | $1,944-16.7% |