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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 | $29,252 | $89,364-67.3% | $141,177-79.3% | $72,983-59.9% |
| Participation rate | 42.9% | 75.1%-32.3pp | 82.5%-39.6pp | 69.5%-26.6pp |
| Annual return | 21.84% | 111.86%-90.0pp | 71.40%-49.6pp | 81.01%-59.2pp |
| Employer contribution / active EE | $1,225 | $3,115-60.7% | $4,736-74.1% | $2,440-49.8% |
| Participant deferral / active EE | $2,251 | $5,419-58.5% | $6,710-66.4% | $3,608-37.6% |
| Admin fee / account holder | $387 | $5,959-93.5% | $10,263-96.2% | $5,124-92.4% |