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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 | $39,960 | $102,385-61.0% | $147,080-72.8% | $80,935-50.6% |
| Participation rate | 62.2% | 75.9%-13.7pp | 82.2%-20.0pp | 67.7%-5.5pp |
| Annual return | 23.23% | 135.09%-111.9pp | 420.17%-396.9pp | 35.66%-12.4pp |
| Employer contribution / active EE | $945 | $3,717-74.6% | $4,933-80.8% | $2,757-65.7% |
| Participant deferral / active EE | $2,002 | $6,651-69.9% | $8,066-75.2% | $4,299-53.4% |
| Admin fee / account holder | $970 | $7,951-87.8% | $12,989-92.5% | $6,924-86.0% |