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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 | $107,079-71.2% | $151,266-79.6% | $87,485-64.8% |
| Participation rate | 57.5% | 71.1%-13.6pp | 77.0%-19.5pp | 68.9%-11.5pp |
| Annual return | 18.14% | 22.17%-4.0pp | 180.60%-162.5pp | 26.06%-7.9pp |
| Employer contribution / active EE | $927 | $3,174-70.8% | $4,237-78.1% | $2,596-64.3% |
| Participant deferral / active EE | $1,591 | $5,789-72.5% | $7,337-78.3% | $4,274-62.8% |
| Admin fee / account holder | $1,907 | $8,059-76.3% | $13,159-85.5% | $7,775-75.5% |