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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 | $29,873 | $135,956-78.0% | $123,894-75.9% | $273,972-89.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 41.68% | 56.63%-15.0pp | 47.52%-5.8pp | 41.46%+0.2pp |
| Employer contribution / active EE | $1,244 | $5,170-75.9% | $4,617-73.0% | $4,869-74.4% |
| Participant deferral / active EE | $1,930 | $6,343-69.6% | $5,984-67.7% | $5,287-63.5% |
| Admin fee / account holder | $2,356 | $9,817-76.0% | $8,357-71.8% | $10,133-76.7% |