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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 | $29,401 | $102,385-71.3% | $147,080-80.0% | $80,935-63.7% |
| Participation rate | 53.3% | 75.9%-22.5pp | 82.2%-28.8pp | 67.7%-14.3pp |
| Annual return | 13.04% | 135.09%-122.1pp | 420.17%-407.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,183 | $3,717-68.2% | $4,933-76.0% | $2,757-57.1% |
| Participant deferral / active EE | $2,150 | $6,651-67.7% | $8,066-73.3% | $4,299-50.0% |
| Admin fee / account holder | $2,284 | $7,951-71.3% | $12,989-82.4% | $6,924-67.0% |