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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 | $30,042 | $124,330-75.8% | $109,173-72.5% | $167,536-82.1% |
| Participation rate | 40.0% | 79.5%-39.5pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 13.67% | 26.04%-12.4pp | 25.75%-12.1pp | 478.82%-465.1pp |
| Employer contribution / active EE | $1,274 | $4,209-69.7% | $3,723-65.8% | $4,839-73.7% |
| Participant deferral / active EE | $1,364 | $5,256-74.0% | $4,654-70.7% | $6,342-78.5% |
| Admin fee / account holder | $6,837 | $7,974-14.3% | $6,755+1.2% | $12,315-44.5% |