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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 | $25,752 | $102,382-74.8% | $147,005-82.5% | $80,874-68.2% |
| Participation rate | 43.1% | 75.8%-32.7pp | 82.2%-39.0pp | 67.6%-24.5pp |
| Annual return | 16.76% | 134.89%-118.1pp | 418.76%-402.0pp | 35.62%-18.9pp |
| Employer contribution / active EE | $1,499 | $3,715-59.7% | $4,934-69.6% | $2,756-45.6% |
| Participant deferral / active EE | $2,497 | $6,646-62.4% | $8,070-69.1% | $4,297-41.9% |
| Admin fee / account holder | $3,179 | $7,942-60.0% | $13,006-75.6% | $6,935-54.2% |