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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 | $39,848 | $102,429-61.1% | $147,096-72.9% | $80,925-50.8% |
| Participation rate | 62.8% | 75.9%-13.1pp | 82.2%-19.4pp | 67.7%-4.9pp |
| Annual return | 12.50% | 135.02%-122.5pp | 419.75%-407.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,742 | $3,716-53.1% | $4,936-64.7% | $2,756-36.8% |
| Participant deferral / active EE | $2,088 | $6,649-68.6% | $8,071-74.1% | $4,299-51.4% |
| Admin fee / account holder | $5,445 | $7,957-31.6% | $13,005-58.1% | $6,940-21.5% |