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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 | $30,148 | $98,760-69.5% | $149,715-79.9% | $79,858-62.2% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.5%-13.5pp | 69.6%-0.6pp |
| Annual return | 12.64% | 27.43%-14.8pp | 276.66%-264.0pp | 31.72%-19.1pp |
| Employer contribution / active EE | $1,004 | $3,217-68.8% | $4,645-78.4% | $2,471-59.4% |
| Participant deferral / active EE | $1,836 | $5,681-67.7% | $6,842-73.2% | $3,740-50.9% |
| Admin fee / account holder | $1,606 | $6,053-73.5% | $9,310-82.7% | $5,306-69.7% |