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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 | $42,321 | $102,385-58.7% | $147,080-71.2% | $80,935-47.7% |
| Participation rate | 41.4% | 75.9%-34.5pp | 82.2%-40.8pp | 67.7%-26.3pp |
| Annual return | 14.20% | 135.09%-120.9pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $1,779 | $3,717-52.1% | $4,933-63.9% | $2,757-35.5% |
| Participant deferral / active EE | $2,526 | $6,651-62.0% | $8,066-68.7% | $4,299-41.2% |
| Admin fee / account holder | $4,265 | $7,951-46.4% | $12,989-67.2% | $6,924-38.4% |