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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 | $31,163 | $102,422-69.6% | $147,117-78.8% | $80,959-61.5% |
| Participation rate | 56.4% | 75.9%-19.5pp | 82.2%-25.8pp | 67.7%-11.3pp |
| Annual return | 24.99% | 135.16%-110.2pp | 420.54%-395.5pp | 35.67%-10.7pp |
| Employer contribution / active EE | $1,152 | $3,717-69.0% | $4,932-76.7% | $2,757-58.2% |
| Participant deferral / active EE | $2,078 | $6,652-68.8% | $8,065-74.2% | $4,300-51.7% |
| Admin fee / account holder | $1,556 | $7,953-80.4% | $12,993-88.0% | $6,925-77.5% |