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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 | $25,869 | $98,766-73.8% | $149,730-82.7% | $79,852-67.6% |
| Participation rate | 38.9% | 75.8%-36.9pp | 82.5%-43.6pp | 69.6%-30.7pp |
| Annual return | 22.41% | 27.43%-5.0pp | 276.70%-254.3pp | 31.72%-9.3pp |
| Employer contribution / active EE | $1,012 | $3,217-68.6% | $4,645-78.2% | $2,471-59.1% |
| Participant deferral / active EE | $1,930 | $5,681-66.0% | $6,843-71.8% | $3,740-48.4% |
| Admin fee / account holder | $7,926 | $6,052+31.0% | $9,310-14.9% | $5,306+49.4% |