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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 | $29,712 | $160,028-81.4% | $147,080-79.8% | $145,884-79.6% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 11.28% | 98.60%-87.3pp | 420.17%-408.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,083 | $5,286-79.5% | $4,933-78.0% | $4,662-76.8% |
| Participant deferral / active EE | $2,089 | $8,422-75.2% | $8,066-74.1% | $6,690-68.8% |
| Admin fee / account holder | $6,793 | $15,030-54.8% | $12,989-47.7% | $13,392-49.3% |