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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 | $35,605 | $59,402-40.1% | $93,654-62.0% | $74,546-52.2% |
| Participation rate | 42.2% | 59.7%-17.4pp | 68.7%-26.5pp | 67.2%-25.0pp |
| Annual return | 12.90% | 81.86%-69.0pp | 133.34%-120.4pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $824 | $1,265-34.8% | $2,421-66.0% | $2,624-68.6% |
| Participant deferral / active EE | $1,270 | $3,049-58.3% | $4,413-71.2% | $4,347-70.8% |
| Admin fee / account holder | $1,818 | $3,023-39.9% | $8,282-78.0% | $1,944-6.5% |