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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 | $31,912 | $160,040-80.1% | $147,096-78.3% | $145,877-78.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.37% | 98.49%-85.1pp | 419.75%-406.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,935 | $5,289-63.4% | $4,936-60.8% | $4,663-58.5% |
| Participant deferral / active EE | $2,565 | $8,429-69.6% | $8,071-68.2% | $6,691-61.7% |
| Admin fee / account holder | $4,483 | $15,050-70.2% | $13,005-65.5% | $13,402-66.6% |