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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 | $45,972 | $124,330-63.0% | $109,173-57.9% | $167,536-72.6% |
| Participation rate | 30.8% | 79.5%-48.7pp | 75.9%-45.1pp | 82.1%-51.3pp |
| Annual return | 13.09% | 26.04%-13.0pp | 25.75%-12.7pp | 478.82%-465.7pp |
| Employer contribution / active EE | $1,005 | $4,209-76.1% | $3,723-73.0% | $4,839-79.2% |
| Participant deferral / active EE | $1,071 | $5,256-79.6% | $4,654-77.0% | $6,342-83.1% |
| Admin fee / account holder | $25,001 | $7,974+213.5% | $6,755+270.1% | $12,315+103.0% |