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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 | $35,221 | $62,393-43.5% | $120,580-70.8% | $74,478-52.7% |
| Participation rate | 47.3% | 56.8%-9.4pp | 72.0%-24.6pp | 67.2%-19.9pp |
| Annual return | 18.41% | 18.61%-0.2pp | 107.48%-89.1pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $1,061 | $1,845-42.5% | $3,469-69.4% | $2,626-59.6% |
| Participant deferral / active EE | $406 | $2,886-85.9% | $4,995-91.9% | $4,350-90.7% |
| Admin fee / account holder | $1,427 | $2,396-40.4% | $9,418-84.8% | $1,946-26.7% |