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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 | $44,847 | $102,422-56.2% | $147,117-69.5% | $80,959-44.6% |
| Participation rate | 29.9% | 75.9%-46.0pp | 82.2%-52.3pp | 67.7%-37.8pp |
| Annual return | 17.83% | 135.16%-117.3pp | 420.54%-402.7pp | 35.67%-17.8pp |
| Employer contribution / active EE | $1,103 | $3,717-70.3% | $4,932-77.6% | $2,757-60.0% |
| Participant deferral / active EE | $2,486 | $6,652-62.6% | $8,065-69.2% | $4,300-42.2% |
| Admin fee / account holder | $5,311 | $7,953-33.2% | $12,993-59.1% | $6,925-23.3% |