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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 | $37,917 | $102,429-63.0% | $147,096-74.2% | $80,925-53.1% |
| Participation rate | 29.6% | 75.9%-46.2pp | 82.2%-52.6pp | 67.7%-38.0pp |
| Annual return | 14.96% | 135.02%-120.1pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $1,216 | $3,716-67.3% | $4,936-75.4% | $2,756-55.9% |
| Participant deferral / active EE | $1,595 | $6,649-76.0% | $8,071-80.2% | $4,299-62.9% |
| Admin fee / account holder | $3,338 | $7,957-58.1% | $13,005-74.3% | $6,940-51.9% |