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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 | $65,229 | $85,766-23.9% | $136,298-52.1% | $70,126-7.0% |
| Participation rate | 32.7% | 74.2%-41.5pp | 81.9%-49.3pp | 69.5%-36.9pp |
| Annual return | 17.34% | 31.46%-14.1pp | 5156.27%-5138.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $771 | $2,966-74.0% | $4,696-83.6% | $2,343-67.1% |
| Participant deferral / active EE | $1,657 | $5,051-67.2% | $6,247-73.5% | $3,332-50.3% |
| Admin fee / account holder | $5,195 | $5,421-4.2% | $9,244-43.8% | $4,645+11.8% |