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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 | $79,223-17.3% | $102,460-36.0% | $74,478-12.0% |
| Participation rate | 26.4% | 74.8%-48.3pp | 76.5%-50.1pp | 67.2%-40.8pp |
| Annual return | 17.29% | 54.98%-37.7pp | 29.47%-12.2pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $992 | $2,363-58.0% | $3,025-67.2% | $2,626-62.2% |
| Participant deferral / active EE | $1,834 | $4,417-58.5% | $5,056-63.7% | $4,350-57.8% |
| Admin fee / account holder | $3,266 | $2,003+63.1% | $9,460-65.5% | $1,946+67.9% |