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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 | $31,414 | $102,393-69.3% | $147,041-78.6% | $80,911-61.2% |
| Participation rate | 36.0% | 75.9%-39.9pp | 82.2%-46.2pp | 67.6%-31.6pp |
| Annual return | 16.44% | 134.95%-118.5pp | 419.21%-402.8pp | 35.63%-19.2pp |
| Employer contribution / active EE | $1,469 | $3,715-60.5% | $4,935-70.2% | $2,756-46.7% |
| Participant deferral / active EE | $2,306 | $6,647-65.3% | $8,071-71.4% | $4,297-46.3% |
| Admin fee / account holder | $1,567 | $7,943-80.3% | $13,006-88.0% | $6,935-77.4% |