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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 | $40,466 | $85,766-52.8% | $136,298-70.3% | $70,126-42.3% |
| Participation rate | 39.3% | 74.2%-34.9pp | 81.9%-42.6pp | 69.5%-30.3pp |
| Annual return | 14.55% | 31.46%-16.9pp | 5156.27%-5141.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $955 | $2,966-67.8% | $4,696-79.7% | $2,343-59.2% |
| Participant deferral / active EE | $1,579 | $5,051-68.7% | $6,247-74.7% | $3,332-52.6% |
| Admin fee / account holder | $382 | $5,421-93.0% | $9,244-95.9% | $4,645-91.8% |