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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 | $22,769 | $93,617-75.7% | $135,982-83.3% | $75,177-69.7% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | 106.51% | 30.89%+75.6pp | 68.32%+38.2pp | 160.75%-54.2pp |
| Employer contribution / active EE | $1,239 | $3,538-65.0% | $4,859-74.5% | $2,671-53.6% |
| Participant deferral / active EE | $2,133 | $6,406-66.7% | $7,760-72.5% | $4,126-48.3% |
| Admin fee / account holder | $1,894 | $6,980-72.9% | $10,767-82.4% | $5,651-66.5% |