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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 | $24,185 | $85,766-71.8% | $136,298-82.3% | $70,126-65.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 18.92% | 31.46%-12.5pp | 5156.27%-5137.4pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,107 | $2,966-62.7% | $4,696-76.4% | $2,343-52.7% |
| Participant deferral / active EE | $1,518 | $5,051-70.0% | $6,247-75.7% | $3,332-54.5% |
| Admin fee / account holder | $1,233 | $5,421-77.2% | $9,244-86.7% | $4,645-73.5% |