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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 | $30,835 | $101,302-69.6% | $149,600-79.4% | $82,637-62.7% |
| Participation rate | 57.5% | 72.5%-15.0pp | 77.2%-19.7pp | 68.1%-10.6pp |
| Annual return | 18.14% | 21.39%-3.2pp | 129.59%-111.4pp | 53.51%-35.4pp |
| Employer contribution / active EE | $927 | $3,099-70.1% | $4,193-77.9% | $2,552-63.7% |
| Participant deferral / active EE | $1,591 | $5,589-71.5% | $7,203-77.9% | $4,126-61.4% |
| Admin fee / account holder | $1,907 | $8,449-77.4% | $13,963-86.3% | $7,339-74.0% |