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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 | $30,456 | $99,875-69.5% | $146,866-79.3% | $86,983-65.0% |
| Participation rate | 42.3% | 75.8%-33.5pp | 82.5%-40.2pp | 69.5%-27.2pp |
| Annual return | 27.24% | 28.10%-0.9pp | 102.85%-75.6pp | 25.83%+1.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,306 | $6,322-79.3% | $7,759-83.2% | $4,194-68.9% |
| Admin fee / account holder | $6,047 | $7,838-22.8% | $13,620-55.6% | $7,856-23.0% |