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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 | $27,218 | $93,589-70.9% | $135,942-80.0% | $75,181-63.8% |
| Participation rate | 37.5% | 75.2%-37.7pp | 81.9%-44.4pp | 67.2%-29.7pp |
| Annual return | 28.48% | 30.90%-2.4pp | 68.28%-39.8pp | 160.69%-132.2pp |
| Employer contribution / active EE | $1,119 | $3,537-68.4% | $4,858-77.0% | $2,671-58.1% |
| Participant deferral / active EE | $1,642 | $6,405-74.4% | $7,759-78.8% | $4,126-60.2% |
| Admin fee / account holder | $1,045 | $6,977-85.0% | $10,764-90.3% | $5,650-81.5% |