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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 | $38,188 | $93,346-59.1% | $71,796-46.8% | $273,972-86.1% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 9.07% | 130.39%-121.3pp | 78.04%-69.0pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,305 | $2,733-52.3% | $1,924-32.2% | $4,869-73.2% |
| Participant deferral / active EE | $308 | $3,475-91.1% | $2,794-89.0% | $5,287-94.2% |
| Admin fee / account holder | $1,708 | $6,571-74.0% | $4,815-64.5% | $10,133-83.1% |