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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 | $61,065 | $105,200-42.0% | $159,474-61.7% | $85,847-28.9% |
| Participation rate | 35.2% | 75.8%-40.6pp | 82.8%-47.6pp | 69.3%-34.1pp |
| Annual return | 14.58% | 45.08%-30.5pp | 263.68%-249.1pp | 318.61%-304.0pp |
| Employer contribution / active EE | $1,256 | $3,319-62.2% | $4,831-74.0% | $2,565-51.0% |
| Participant deferral / active EE | $1,305 | $5,946-78.0% | $7,353-82.2% | $3,952-67.0% |
| Admin fee / account holder | $1,959 | $6,934-71.8% | $10,802-81.9% | $6,261-68.7% |