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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 | $29,204 | $78,428-62.8% | $95,960-69.6% | $79,852-63.4% |
| Participation rate | 40.5% | 73.5%-33.0pp | 77.1%-36.5pp | 69.6%-29.1pp |
| Annual return | 15.89% | 19.37%-3.5pp | 91.63%-75.7pp | 31.72%-15.8pp |
| Employer contribution / active EE | $663 | $1,945-65.9% | $2,541-73.9% | $2,471-73.2% |
| Participant deferral / active EE | $1,343 | $3,440-61.0% | $4,167-67.8% | $3,740-64.1% |
| Admin fee / account holder | $4,383 | $5,622-22.0% | $6,797-35.5% | $5,306-17.4% |