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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 | $73,209 | $114,013-35.8% | $103,693-29.4% | $155,188-52.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 80.8%-40.8pp |
| Annual return | 13.02% | 49.31%-36.3pp | 47.61%-34.6pp | 148.84%-135.8pp |
| Employer contribution / active EE | $620 | $3,131-80.2% | $2,920-78.8% | $4,248-85.4% |
| Participant deferral / active EE | $620 | $4,970-87.5% | $4,579-86.5% | $6,531-90.5% |
| Admin fee / account holder | $4,639 | $8,407-44.8% | $7,858-41.0% | $14,480-68.0% |