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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 | $62,409-43.6% | $120,574-70.8% | $74,459-52.7% |
| Participation rate | 47.3% | 56.8%-9.4pp | 71.9%-24.6pp | 67.2%-19.9pp |
| Annual return | 18.41% | 18.62%-0.2pp | 107.42%-89.0pp | 1369.70%-1351.3pp |
| Employer contribution / active EE | $1,061 | $1,847-42.6% | $3,471-69.4% | $2,626-59.6% |
| Participant deferral / active EE | $406 | $2,888-85.9% | $4,996-91.9% | $4,350-90.7% |
| Admin fee / account holder | $1,427 | $2,394-40.4% | $9,445-84.9% | $1,945-26.6% |