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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 | $28,236 | $157,276-82.0% | $141,177-80.0% | $152,885-81.5% |
| Participation rate | 30.0% | 84.8%-54.8pp | 82.5%-52.5pp | 82.5%-52.5pp |
| Annual return | 16.77% | 64.33%-47.6pp | 71.40%-54.6pp | 345.39%-328.6pp |
| Employer contribution / active EE | $1,915 | $5,262-63.6% | $4,736-59.6% | $4,763-59.8% |
| Participant deferral / active EE | $1,211 | $7,110-83.0% | $6,710-81.9% | $5,851-79.3% |
| Admin fee / account holder | $2,031 | $12,123-83.2% | $10,263-80.2% | $11,598-82.5% |