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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 | $46,301 | $60,139-23.0% | $90,461-48.8% | $79,856-42.0% |
| Participation rate | 26.0% | 65.0%-39.0pp | 72.7%-46.7pp | 69.6%-43.6pp |
| Annual return | 13.85% | 71.96%-58.1pp | 1294.76%-1280.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $276 | $2,069-86.6% | $3,264-91.5% | $2,471-88.8% |
| Participant deferral / active EE | $647 | $2,939-78.0% | $3,964-83.7% | $3,741-82.7% |
| Admin fee / account holder | $3,492 | $3,978-12.2% | $5,617-37.8% | $5,306-34.2% |