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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 | $25,448 | $88,672-71.3% | $105,223-75.8% | $82,448-69.1% |
| Participation rate | 35.0% | 67.9%-32.9pp | 75.0%-40.0pp | 68.1%-33.1pp |
| Annual return | 16.44% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,001 | $3,048-67.2% | $3,689-72.9% | $2,551-60.8% |
| Participant deferral / active EE | $1,141 | $4,036-71.7% | $5,072-77.5% | $4,139-72.4% |
| Admin fee / account holder | $2,768 | $7,146-61.3% | $8,859-68.8% | $7,234-61.7% |