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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 | $42,235 | $80,753-47.7% | $136,298-69.0% | $62,293-32.2% |
| Participation rate | 34.5% | 73.5%-39.1pp | 81.9%-47.5pp | 69.5%-35.1pp |
| Annual return | 17.69% | 35.83%-18.1pp | 5156.27%-5138.6pp | 28.90%-11.2pp |
| Employer contribution / active EE | $860 | $2,884-70.2% | $4,696-81.7% | $2,042-57.9% |
| Participant deferral / active EE | $1,431 | $5,164-72.3% | $6,247-77.1% | $3,169-54.9% |
| Admin fee / account holder | $928 | $525+76.7% | $9,244-90.0% | $479+93.7% |