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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 | $62,599 | $102,385-38.9% | $147,080-57.4% | $80,935-22.7% |
| Participation rate | 35.7% | 75.9%-40.2pp | 82.2%-46.5pp | 67.7%-31.9pp |
| Annual return | 16.50% | 135.09%-118.6pp | 420.17%-403.7pp | 35.66%-19.2pp |
| Employer contribution / active EE | $1,162 | $3,717-68.7% | $4,933-76.5% | $2,757-57.9% |
| Participant deferral / active EE | $1,984 | $6,651-70.2% | $8,066-75.4% | $4,299-53.9% |
| Admin fee / account holder | $314 | $7,951-96.0% | $12,989-97.6% | $6,924-95.5% |