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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 | $54,469 | $62,146-12.4% | $81,438-33.1% | $74,546-26.9% |
| Participation rate | 33.0% | 64.1%-31.1pp | 69.5%-36.5pp | 67.2%-34.2pp |
| Annual return | 14.99% | 16.49%-1.5pp | 24.74%-9.8pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $570 | $1,883-69.8% | $2,460-76.9% | $2,624-78.3% |
| Participant deferral / active EE | $1,020 | $3,229-68.4% | $3,883-73.7% | $4,347-76.5% |
| Admin fee / account holder | $2,645 | $1,922+37.6% | $5,764-54.1% | $1,944+36.1% |