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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 | $39,754 | $85,766-53.6% | $136,298-70.8% | $70,126-43.3% |
| Participation rate | 58.4% | 74.2%-15.7pp | 81.9%-23.5pp | 69.5%-11.1pp |
| Annual return | 18.11% | 31.46%-13.3pp | 5156.27%-5138.2pp | 73.15%-55.0pp |
| Employer contribution / active EE | $2,867 | $2,966-3.3% | $4,696-38.9% | $2,343+22.4% |
| Participant deferral / active EE | $1,435 | $5,051-71.6% | $6,247-77.0% | $3,332-56.9% |
| Admin fee / account holder | $1,281 | $5,421-76.4% | $9,244-86.1% | $4,645-72.4% |