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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 | $42,785 | $100,060-57.2% | $149,721-71.4% | $70,126-39.0% |
| Participation rate | 9.6% | 83.6%-74.0pp | 87.1%-77.5pp | 69.5%-59.9pp |
| Annual return | 18.75% | 27.46%-8.7pp | 1501.67%-1482.9pp | 73.15%-54.4pp |
| Employer contribution / active EE | $2,432 | $3,661-33.6% | $5,444-55.3% | $2,343+3.8% |
| Participant deferral / active EE | $1,222 | $4,982-75.5% | $6,568-81.4% | $3,332-63.3% |
| Admin fee / account holder | $2,470 | $8,285-70.2% | $11,282-78.1% | $4,645-46.8% |