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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 | $37,495 | $78,690-52.4% | $161,489-76.8% | $87,485-57.1% |
| Participation rate | 46.9% | 67.5%-20.5pp | 78.7%-31.8pp | 68.9%-22.0pp |
| Annual return | 13.34% | 32.74%-19.4pp | 89.72%-76.4pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,722 | $2,588-33.5% | $4,268-59.6% | $2,596-33.7% |
| Participant deferral / active EE | $690 | $3,311-79.2% | $5,630-87.7% | $4,274-83.8% |
| Admin fee / account holder | $4,618 | $6,724-31.3% | $16,006-71.1% | $7,775-40.6% |