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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 | $29,911 | $58,927-49.2% | $76,823-61.1% | $72,983-59.0% |
| Participation rate | 62.7% | 67.3%-4.7pp | 72.1%-9.4pp | 69.5%-6.8pp |
| Annual return | 16.72% | 2305.64%-2288.9pp | 1166.42%-1149.7pp | 81.01%-64.3pp |
| Employer contribution / active EE | $364 | $1,787-79.6% | $2,302-84.2% | $2,440-85.1% |
| Participant deferral / active EE | $666 | $2,690-75.3% | $3,336-80.0% | $3,608-81.6% |
| Admin fee / account holder | $1,194 | $4,013-70.2% | $6,422-81.4% | $5,124-76.7% |