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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 | $36,415 | $85,766-57.5% | $136,298-73.3% | $70,126-48.1% |
| Participation rate | 32.1% | 74.2%-42.0pp | 81.9%-49.8pp | 69.5%-37.4pp |
| Annual return | 20.70% | 31.46%-10.8pp | 5156.27%-5135.6pp | 73.15%-52.4pp |
| Employer contribution / active EE | $951 | $2,966-67.9% | $4,696-79.8% | $2,343-59.4% |
| Participant deferral / active EE | $257 | $5,051-94.9% | $6,247-95.9% | $3,332-92.3% |
| Admin fee / account holder | $2,384 | $5,421-56.0% | $9,244-74.2% | $4,645-48.7% |