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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 | $26,953 | $93,598-71.2% | $135,974-80.2% | $75,173-64.1% |
| Participation rate | 37.9% | 75.2%-37.3pp | 81.9%-44.0pp | 67.2%-29.3pp |
| Annual return | 24.38% | 30.89%-6.5pp | 68.30%-43.9pp | 160.72%-136.3pp |
| Employer contribution / active EE | $1,008 | $3,538-71.5% | $4,859-79.3% | $2,671-62.3% |
| Participant deferral / active EE | $1,615 | $6,405-74.8% | $7,760-79.2% | $4,126-60.9% |
| Admin fee / account holder | $1,965 | $6,978-71.8% | $10,767-81.8% | $5,651-65.2% |