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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 | $34,058 | $102,422-66.7% | $147,117-76.8% | $80,959-57.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 16.59% | 135.16%-118.6pp | 420.54%-404.0pp | 35.67%-19.1pp |
| Employer contribution / active EE | $1,374 | $3,717-63.0% | $4,932-72.1% | $2,757-50.2% |
| Participant deferral / active EE | $2,295 | $6,652-65.5% | $8,065-71.5% | $4,300-46.6% |
| Admin fee / account holder | $2,045 | $7,953-74.3% | $12,993-84.3% | $6,925-70.5% |