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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 | $65,546 | $79,181-17.2% | $102,423-36.0% | $74,429-11.9% |
| Participation rate | 26.4% | 74.8%-48.3pp | 76.5%-50.1pp | 67.2%-40.8pp |
| Annual return | 17.29% | 54.97%-37.7pp | 29.42%-12.1pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $992 | $2,362-58.0% | $3,023-67.2% | $2,625-62.2% |
| Participant deferral / active EE | $1,834 | $4,416-58.5% | $5,054-63.7% | $4,348-57.8% |
| Admin fee / account holder | $3,266 | $2,002+63.2% | $9,455-65.5% | $1,944+68.0% |