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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 | $42,247 | $85,766-50.7% | $136,298-69.0% | $70,126-39.8% |
| Participation rate | 30.2% | 74.2%-43.9pp | 81.9%-51.7pp | 69.5%-39.3pp |
| Annual return | 19.88% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $1,607 | $2,966-45.8% | $4,696-65.8% | $2,343-31.4% |
| Participant deferral / active EE | $658 | $5,051-87.0% | $6,247-89.5% | $3,332-80.2% |
| Admin fee / account holder | $343 | $5,421-93.7% | $9,244-96.3% | $4,645-92.6% |