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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 | $29,447 | $62,672-53.0% | $185,117-84.1% | $70,126-58.0% |
| Participation rate | 29.0% | 63.8%-34.7pp | 77.3%-48.2pp | 69.5%-40.5pp |
| Annual return | 15.65% | 40.79%-25.1pp | 40.50%-24.8pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,290 | $1,753-26.4% | $4,182-69.1% | $2,343-44.9% |
| Participant deferral / active EE | $1,032 | $3,272-68.5% | $5,045-79.6% | $3,332-69.0% |
| Admin fee / account holder | $8,127 | $3,932+106.7% | $8,159-0.4% | $4,645+75.0% |