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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 | $46,041 | $124,330-63.0% | $109,173-57.8% | $167,536-72.5% |
| Participation rate | 57.1% | 79.5%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 13.53% | 26.04%-12.5pp | 25.75%-12.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $1,040 | $4,209-75.3% | $3,723-72.1% | $4,839-78.5% |
| Participant deferral / active EE | $1,254 | $5,256-76.2% | $4,654-73.1% | $6,342-80.2% |
| Admin fee / account holder | $1,734 | $7,974-78.3% | $6,755-74.3% | $12,315-85.9% |