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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 | $30,196 | $98,766-69.4% | $149,730-79.8% | $79,852-62.2% |
| Participation rate | 53.7% | 75.8%-22.1pp | 82.5%-28.8pp | 69.6%-16.0pp |
| Annual return | 14.80% | 27.43%-12.6pp | 276.70%-261.9pp | 31.72%-16.9pp |
| Employer contribution / active EE | $1,268 | $3,217-60.6% | $4,645-72.7% | $2,471-48.7% |
| Participant deferral / active EE | $2,286 | $5,681-59.8% | $6,843-66.6% | $3,740-38.9% |
| Admin fee / account holder | $928 | $6,052-84.7% | $9,310-90.0% | $5,306-82.5% |