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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 | $50,868 | $85,766-40.7% | $136,297-62.7% | $70,131-27.5% |
| Participation rate | 46.3% | 74.2%-27.9pp | 81.9%-35.6pp | 69.5%-23.2pp |
| Annual return | 15.68% | 31.45%-15.8pp | 5156.16%-5140.5pp | 73.14%-57.5pp |
| Employer contribution / active EE | $761 | $2,966-74.4% | $4,696-83.8% | $2,342-67.5% |
| Participant deferral / active EE | $2,057 | $5,051-59.3% | $6,247-67.1% | $3,332-38.3% |
| Admin fee / account holder | $2,266 | $5,420-58.2% | $9,244-75.5% | $4,645-51.2% |