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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 | $61,160 | $79,184-22.8% | $102,438-40.3% | $74,546-18.0% |
| Participation rate | 33.5% | 74.8%-41.3pp | 76.5%-43.0pp | 67.2%-33.7pp |
| Annual return | 13.21% | 54.95%-41.7pp | 29.37%-16.2pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $1,032 | $2,362-56.3% | $3,024-65.9% | $2,624-60.7% |
| Participant deferral / active EE | $1,948 | $4,414-55.9% | $5,054-61.4% | $4,347-55.2% |
| Admin fee / account holder | $2,067 | $2,001+3.3% | $9,448-78.1% | $1,944+6.3% |