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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 | $29,079 | $91,086-68.1% | $203,872-85.7% | $86,983-66.6% |
| Participation rate | 40.3% | 65.8%-25.6pp | 77.8%-37.5pp | 69.5%-29.3pp |
| Annual return | 14.29% | 22.30%-8.0pp | 85.11%-70.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $815 | $2,063-60.5% | $3,757-78.3% | $2,584-68.5% |
| Participant deferral / active EE | $966 | $4,019-76.0% | $6,388-84.9% | $4,194-77.0% |
| Admin fee / account holder | $2,068 | $8,987-77.0% | $11,730-82.4% | $7,856-73.7% |