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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 | $30,699 | $85,766-64.2% | $136,298-77.5% | $70,126-56.2% |
| Participation rate | 41.7% | 74.2%-32.5pp | 81.9%-40.3pp | 69.5%-27.9pp |
| Annual return | 16.85% | 31.46%-14.6pp | 5156.27%-5139.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $552 | $2,966-81.4% | $4,696-88.2% | $2,343-76.4% |
| Participant deferral / active EE | $1,195 | $5,051-76.3% | $6,247-80.9% | $3,332-64.1% |
| Admin fee / account holder | $467 | $5,421-91.4% | $9,244-95.0% | $4,645-90.0% |