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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 | $43,494 | $85,766-49.3% | $136,298-68.1% | $70,126-38.0% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 17.44% | 31.46%-14.0pp | 5156.27%-5138.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $509 | $2,966-82.8% | $4,696-89.2% | $2,343-78.3% |
| Participant deferral / active EE | $1,633 | $5,051-67.7% | $6,247-73.9% | $3,332-51.0% |
| Admin fee / account holder | $6,335 | $5,421+16.9% | $9,244-31.5% | $4,645+36.4% |