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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 | $36,875 | $79,169-53.4% | $100,415-63.3% | $74,478-50.5% |
| Participation rate | 35.9% | 79.4%-43.5pp | 81.5%-45.6pp | 67.2%-31.3pp |
| Annual return | 14.65% | 20.51%-5.9pp | 49.47%-34.8pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $945 | $3,017-68.7% | $3,943-76.0% | $2,626-64.0% |
| Participant deferral / active EE | $2,299 | $7,751-70.3% | $8,091-71.6% | $4,350-47.2% |
| Admin fee / account holder | $1,591 | $1,337+19.0% | $7,906-79.9% | $1,946-18.2% |