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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 | $33,009 | $98,760-66.6% | $149,715-78.0% | $79,858-58.7% |
| Participation rate | 45.2% | 75.8%-30.6pp | 82.5%-37.3pp | 69.6%-24.5pp |
| Annual return | 23.12% | 27.43%-4.3pp | 276.66%-253.5pp | 31.72%-8.6pp |
| Employer contribution / active EE | $1,039 | $3,217-67.7% | $4,645-77.6% | $2,471-58.0% |
| Participant deferral / active EE | $1,705 | $5,681-70.0% | $6,842-75.1% | $3,740-54.4% |
| Admin fee / account holder | $870 | $6,053-85.6% | $9,310-90.7% | $5,306-83.6% |