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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 | $63,863 | $122,051-47.7% | $184,185-65.3% | $74,400-14.2% |
| Participation rate | 64.3% | 85.5%-21.1pp | 86.8%-22.5pp | 67.2%-2.9pp |
| Annual return | 13.38% | 19.91%-6.5pp | 28.81%-15.4pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $1,787 | $4,539-60.6% | $6,426-72.2% | $2,624-31.9% |
| Participant deferral / active EE | $2,211 | $7,146-69.1% | $9,132-75.8% | $4,348-49.2% |
| Admin fee / account holder | $911 | $1,258-27.6% | $13,909-93.5% | $1,944-53.1% |