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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 | $28,460 | $135,956-79.1% | $123,894-77.0% | $273,972-89.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 4.95% | 56.63%-51.7pp | 47.52%-42.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,055 | $5,170-79.6% | $4,617-77.1% | $4,869-78.3% |
| Participant deferral / active EE | $1,593 | $6,343-74.9% | $5,984-73.4% | $5,287-69.9% |
| Admin fee / account holder | $1,292 | $9,817-86.8% | $8,357-84.5% | $10,133-87.3% |