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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 | $29,714 | $102,385-71.0% | $147,080-79.8% | $80,935-63.3% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.7%-3.4pp |
| Annual return | 12.24% | 135.09%-122.9pp | 420.17%-407.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,235 | $3,717-66.8% | $4,933-75.0% | $2,757-55.2% |
| Participant deferral / active EE | $1,934 | $6,651-70.9% | $8,066-76.0% | $4,299-55.0% |
| Admin fee / account holder | $3,643 | $7,951-54.2% | $12,989-72.0% | $6,924-47.4% |