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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 | $56,016 | $100,911-44.5% | $90,440-38.1% | $158,966-64.8% |
| Participation rate | 35.3% | 75.0%-39.7pp | 72.7%-37.4pp | 82.0%-46.7pp |
| Annual return | 12.53% | 1726.62%-1714.1pp | 1294.38%-1281.8pp | 302.95%-290.4pp |
| Employer contribution / active EE | $571 | $3,690-84.5% | $3,263-82.5% | $4,762-88.0% |
| Participant deferral / active EE | $571 | $4,348-86.9% | $3,964-85.6% | $5,983-90.5% |
| Admin fee / account holder | $3,639 | $6,507-44.1% | $5,615-35.2% | $11,250-67.7% |