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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 | $35,267 | $93,345-62.2% | $119,126-70.4% | $87,485-59.7% |
| Participation rate | 33.3% | 68.7%-35.4pp | 75.8%-42.4pp | 68.9%-35.6pp |
| Annual return | 16.92% | 19.08%-2.2pp | 282.11%-265.2pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,068 | $3,172-66.3% | $4,034-73.5% | $2,596-58.9% |
| Participant deferral / active EE | $1,568 | $4,099-61.7% | $5,318-70.5% | $4,274-63.3% |
| Admin fee / account holder | $4,436 | $8,039-44.8% | $10,693-58.5% | $7,775-42.9% |