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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 | $58,811 | $79,209-25.8% | $102,434-42.6% | $74,459-21.0% |
| Participation rate | 26.2% | 74.8%-48.6pp | 76.5%-50.3pp | 67.2%-41.0pp |
| Annual return | 16.30% | 54.98%-38.7pp | 29.46%-13.2pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $1,863 | $2,362-21.1% | $3,023-38.4% | $2,626-29.0% |
| Participant deferral / active EE | $827 | $4,417-81.3% | $5,055-83.6% | $4,350-81.0% |
| Admin fee / account holder | $630 | $2,002-68.5% | $9,462-93.3% | $1,945-67.6% |