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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 | $44,455 | $58,828-24.4% | $78,002-43.0% | $62,881-29.3% |
| Participation rate | 64.3% | 71.1%-6.8pp | 75.5%-11.2pp | 69.3%-5.0pp |
| Annual return | 9.65% | 17.16%-7.5pp | 425.99%-416.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,586 | $1,672-5.1% | $2,470-35.8% | $2,281-30.5% |
| Participant deferral / active EE | $1,032 | $2,686-61.6% | $3,497-70.5% | $3,203-67.8% |
| Admin fee / account holder | $2,065 | $4,393-53.0% | $5,481-62.3% | $4,296-51.9% |