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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 | $40,589 | $108,897-62.7% | $100,378-59.6% | $145,877-72.2% |
| Participation rate | 42.1% | 83.0%-40.9pp | 81.5%-39.4pp | 80.3%-38.2pp |
| Annual return | 13.49% | 58.17%-44.7pp | 49.41%-35.9pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,032 | $4,420-76.6% | $3,942-73.8% | $4,663-77.9% |
| Participant deferral / active EE | $2,001 | $8,455-76.3% | $8,087-75.3% | $6,691-70.1% |
| Admin fee / account holder | $369 | $9,690-96.2% | $7,899-95.3% | $13,402-97.2% |