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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 | $46,310 | $80,748-42.6% | $102,383-54.8% | $74,429-37.8% |
| Participation rate | 20.1% | 65.7%-45.6pp | 74.5%-54.4pp | 67.2%-47.1pp |
| Annual return | 12.07% | 27.57%-15.5pp | 24.94%-12.9pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $848 | $3,159-73.2% | $3,870-78.1% | $2,625-67.7% |
| Participant deferral / active EE | $1,434 | $3,861-62.9% | $5,060-71.7% | $4,348-67.0% |
| Admin fee / account holder | $2,117 | $2,371-10.7% | $8,391-74.8% | $1,944+8.9% |