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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 | $31,474 | $110,379-71.5% | $102,412-69.3% | $145,884-78.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.94% | 24.84%-11.9pp | 24.94%-12.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,073 | $4,216-74.6% | $3,870-72.3% | $4,662-77.0% |
| Participant deferral / active EE | $1,301 | $5,622-76.9% | $5,060-74.3% | $6,690-80.6% |
| Admin fee / account holder | $2,117 | $9,745-78.3% | $8,388-74.8% | $13,392-84.2% |