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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 | $55,243 | $81,208-32.0% | $98,920-44.2% | $79,856-30.8% |
| Participation rate | 40.7% | 72.5%-31.8pp | 76.0%-35.3pp | 69.6%-28.9pp |
| Annual return | 10.92% | 60.99%-50.1pp | 196.47%-185.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $448 | $1,960-77.1% | $2,689-83.3% | $2,471-81.9% |
| Participant deferral / active EE | $1,085 | $3,265-66.8% | $4,245-74.4% | $3,741-71.0% |
| Admin fee / account holder | $677 | $6,013-88.7% | $6,643-89.8% | $5,306-87.3% |