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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 | $30,209 | $167,504-82.0% | $151,628-80.1% | $134,509-77.5% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.5%-62.5pp | 81.2%-56.2pp |
| Annual return | -17.02% | 7.81%-24.8pp | 3.34%-20.4pp | 418.13%-435.2pp |
| Employer contribution / active EE | $1,518 | $6,828-77.8% | $6,165-75.4% | $4,741-68.0% |
| Participant deferral / active EE | $1,401 | $8,985-84.4% | $8,363-83.3% | $6,400-78.1% |
| Admin fee / account holder | $334 | $13,779-97.6% | $11,613-97.1% | $11,427-97.1% |