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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 | $38,959 | $48,570-19.8% | $130,660-70.2% | $72,975-46.6% |
| Participation rate | 11.9% | 58.6%-46.7pp | 71.7%-59.8pp | 69.5%-57.6pp |
| Annual return | 20.77% | 38.63%-17.9pp | 1709.29%-1688.5pp | 81.01%-60.2pp |
| Employer contribution / active EE | $294 | $1,334-77.9% | $4,092-92.8% | $2,440-87.9% |
| Participant deferral / active EE | $574 | $2,384-75.9% | $3,603-84.1% | $3,608-84.1% |
| Admin fee / account holder | $3,397 | $3,549-4.3% | $5,463-37.8% | $5,124-33.7% |