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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 | $58,259 | $79,189-26.4% | $102,457-43.1% | $74,400-21.7% |
| Participation rate | 37.3% | 74.8%-37.5pp | 76.5%-39.2pp | 67.2%-30.0pp |
| Annual return | 17.04% | 54.98%-37.9pp | 29.41%-12.4pp | 1367.51%-1350.5pp |
| Employer contribution / active EE | $2,287 | $2,362-3.2% | $3,022-24.3% | $2,624-12.8% |
| Participant deferral / active EE | $1,169 | $4,415-73.5% | $5,054-76.9% | $4,348-73.1% |
| Admin fee / account holder | $1,406 | $2,002-29.8% | $9,451-85.1% | $1,944-27.7% |