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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 | $51,047 | $78,483-35.0% | $106,201-51.9% | $74,546-31.5% |
| Participation rate | 43.4% | 72.8%-29.4pp | 75.3%-31.9pp | 67.2%-23.8pp |
| Annual return | 13.28% | 15.94%-2.7pp | 116.26%-103.0pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $778 | $2,522-69.1% | $3,170-75.4% | $2,624-70.3% |
| Participant deferral / active EE | $1,253 | $4,320-71.0% | $5,012-75.0% | $4,347-71.2% |
| Admin fee / account holder | $1,472 | $2,236-34.1% | $11,039-86.7% | $1,944-24.2% |