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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 | $102,393-69.6% | $147,041-78.8% | $80,911-61.5% |
| Participation rate | 56.4% | 75.9%-19.5pp | 82.2%-25.8pp | 67.6%-11.3pp |
| Annual return | 24.99% | 134.95%-110.0pp | 419.21%-394.2pp | 35.63%-10.6pp |
| Employer contribution / active EE | $1,152 | $3,715-69.0% | $4,935-76.7% | $2,756-58.2% |
| Participant deferral / active EE | $2,078 | $6,647-68.7% | $8,071-74.3% | $4,297-51.6% |
| Admin fee / account holder | $1,556 | $7,943-80.4% | $13,006-88.0% | $6,935-77.6% |