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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 | $42,234 | $93,598-54.9% | $135,974-68.9% | $75,173-43.8% |
| Participation rate | 57.1% | 75.2%-18.1pp | 81.9%-24.8pp | 67.2%-10.1pp |
| Annual return | 19.67% | 30.89%-11.2pp | 68.30%-48.6pp | 160.72%-141.1pp |
| Employer contribution / active EE | $1,154 | $3,538-67.4% | $4,859-76.2% | $2,671-56.8% |
| Participant deferral / active EE | $2,279 | $6,405-64.4% | $7,760-70.6% | $4,126-44.8% |
| Admin fee / account holder | $596 | $6,978-91.5% | $10,767-94.5% | $5,651-89.5% |