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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 | $30,370 | $78,425-61.3% | $95,956-68.3% | $79,858-62.0% |
| Participation rate | 48.6% | 73.5%-24.9pp | 77.1%-28.5pp | 69.6%-21.1pp |
| Annual return | 12.41% | 19.37%-7.0pp | 91.63%-79.2pp | 31.72%-19.3pp |
| Employer contribution / active EE | $505 | $1,945-74.1% | $2,541-80.1% | $2,471-79.6% |
| Participant deferral / active EE | $1,259 | $3,440-63.4% | $4,167-69.8% | $3,740-66.3% |
| Admin fee / account holder | $1,684 | $5,622-70.1% | $6,797-75.2% | $5,306-68.3% |