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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 | $20,594 | $77,638-73.5% | $156,551-86.8% | $62,881-67.2% |
| Participation rate | 52.2% | 71.2%-19.0pp | 84.0%-31.8pp | 69.3%-17.1pp |
| Annual return | 7.17% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,714 | $3,444-50.2% | $5,501-68.8% | $2,281-24.9% |
| Participant deferral / active EE | $628 | $3,046-79.4% | $4,871-87.1% | $3,203-80.4% |
| Admin fee / account holder | $4,115 | $5,561-26.0% | $13,028-68.4% | $4,296-4.2% |