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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 | $96,268-68.0% | $143,412-78.5% | $86,983-64.6% |
| Participation rate | 57.5% | 74.6%-17.1pp | 78.5%-21.0pp | 69.5%-12.1pp |
| Annual return | 18.14% | 25.47%-7.3pp | 256.99%-238.8pp | 25.83%-7.7pp |
| Employer contribution / active EE | $927 | $3,080-69.9% | $3,748-75.3% | $2,584-64.1% |
| Participant deferral / active EE | $1,591 | $6,001-73.5% | $6,816-76.7% | $4,194-62.1% |
| Admin fee / account holder | $1,907 | $7,778-75.5% | $11,396-83.3% | $7,856-75.7% |