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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 | $79,045-53.3% | $100,378-63.3% | $74,429-50.5% |
| Participation rate | 35.9% | 79.4%-43.5pp | 81.5%-45.6pp | 67.2%-31.3pp |
| Annual return | 14.65% | 20.61%-6.0pp | 49.41%-34.8pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $945 | $3,015-68.7% | $3,942-76.0% | $2,625-64.0% |
| Participant deferral / active EE | $2,299 | $7,751-70.3% | $8,087-71.6% | $4,348-47.1% |
| Admin fee / account holder | $1,591 | $1,335+19.2% | $7,899-79.9% | $1,944-18.2% |