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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 | $29,403 | $56,134-47.6% | $96,171-69.4% | $85,847-65.7% |
| Participation rate | 46.3% | 56.7%-10.4pp | 68.4%-22.1pp | 69.3%-23.0pp |
| Annual return | 13.12% | 42.30%-29.2pp | 192.04%-178.9pp | 318.61%-305.5pp |
| Employer contribution / active EE | $5,301 | $1,620+227.2% | $2,799+89.4% | $2,565+106.6% |
| Participant deferral / active EE | $664 | $2,858-76.8% | $4,350-84.7% | $3,952-83.2% |
| Admin fee / account holder | $7,725 | $3,769+105.0% | $5,538+39.5% | $6,261+23.4% |