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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 | $50,708 | $51,642-1.8% | $129,384-60.8% | $80,935-37.3% |
| Participation rate | 11.4% | 56.9%-45.5pp | 69.6%-58.2pp | 67.7%-56.2pp |
| Annual return | 16.42% | 20.78%-4.4pp | 9461.77%-9445.4pp | 35.66%-19.2pp |
| Employer contribution / active EE | $334 | $1,583-78.9% | $4,153-92.0% | $2,757-87.9% |
| Participant deferral / active EE | $730 | $2,670-72.7% | $4,166-82.5% | $4,299-83.0% |
| Admin fee / account holder | $1,453 | $4,312-66.3% | $7,686-81.1% | $6,924-79.0% |