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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 | $51,312 | $101,653-49.5% | $147,080-65.1% | $74,459-31.1% |
| Participation rate | 38.3% | 75.6%-37.3pp | 82.2%-43.9pp | 67.2%-29.0pp |
| Annual return | 29.27% | 8754.98%-8725.7pp | 420.17%-390.9pp | 1369.70%-1340.4pp |
| Employer contribution / active EE | $1,257 | $3,813-67.0% | $4,933-74.5% | $2,626-52.1% |
| Participant deferral / active EE | $3,066 | $7,304-58.0% | $8,066-62.0% | $4,350-29.5% |
| Admin fee / account holder | $4,001 | $1,752+128.4% | $12,989-69.2% | $1,945+105.7% |