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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 | $36,406 | $89,259-59.2% | $107,187-66.0% | $82,637-55.9% |
| Participation rate | 57.5% | 67.9%-10.4pp | 75.0%-17.5pp | 68.1%-10.6pp |
| Annual return | 14.87% | 21.02%-6.2pp | 204.55%-189.7pp | 53.51%-38.6pp |
| Employer contribution / active EE | $968 | $3,080-68.6% | $3,782-74.4% | $2,552-62.1% |
| Participant deferral / active EE | $983 | $4,037-75.7% | $5,096-80.7% | $4,126-76.2% |
| Admin fee / account holder | $2,431 | $7,381-67.1% | $9,162-73.5% | $7,339-66.9% |