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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 | $79,209-26.4% | $102,434-43.1% | $74,459-21.8% |
| Participation rate | 37.3% | 74.8%-37.5pp | 76.5%-39.3pp | 67.2%-30.0pp |
| Annual return | 17.04% | 54.98%-37.9pp | 29.46%-12.4pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $2,287 | $2,362-3.2% | $3,023-24.3% | $2,626-12.9% |
| Participant deferral / active EE | $1,169 | $4,417-73.5% | $5,055-76.9% | $4,350-73.1% |
| Admin fee / account holder | $1,406 | $2,002-29.8% | $9,462-85.1% | $1,945-27.7% |