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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 | $50,017 | $85,766-41.7% | $136,298-63.3% | $70,126-28.7% |
| Participation rate | 65.9% | 74.2%-8.3pp | 81.9%-16.1pp | 69.5%-3.7pp |
| Annual return | 18.48% | 31.46%-13.0pp | 5156.27%-5137.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $537 | $2,966-81.9% | $4,696-88.6% | $2,343-77.1% |
| Participant deferral / active EE | $1,766 | $5,051-65.0% | $6,247-71.7% | $3,332-47.0% |
| Admin fee / account holder | $1,768 | $5,421-67.4% | $9,244-80.9% | $4,645-62.0% |