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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 | $45,405 | $85,766-47.1% | $136,297-66.7% | $70,131-35.3% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 20.07% | 31.45%-11.4pp | 5156.16%-5136.1pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,223 | $2,966-58.8% | $4,696-73.9% | $2,342-47.8% |
| Participant deferral / active EE | $845 | $5,051-83.3% | $6,247-86.5% | $3,332-74.6% |
| Admin fee / account holder | $1,145 | $5,420-78.9% | $9,244-87.6% | $4,645-75.4% |