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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 | $122,063-47.7% | $184,256-65.3% | $74,478-14.3% |
| Participation rate | 64.3% | 85.5%-21.1pp | 86.8%-22.5pp | 67.2%-2.9pp |
| Annual return | 13.38% | 19.92%-6.5pp | 28.85%-15.5pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $1,787 | $4,539-60.6% | $6,427-72.2% | $2,626-32.0% |
| Participant deferral / active EE | $2,211 | $7,144-69.1% | $9,133-75.8% | $4,350-49.2% |
| Admin fee / account holder | $911 | $1,253-27.3% | $13,899-93.4% | $1,946-53.2% |