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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 | $33,280 | $102,393-67.5% | $147,041-77.4% | $80,911-58.9% |
| Participation rate | 65.0% | 75.9%-10.9pp | 82.2%-17.2pp | 67.6%-2.6pp |
| Annual return | 14.21% | 134.95%-120.7pp | 419.21%-405.0pp | 35.63%-21.4pp |
| Employer contribution / active EE | $1,028 | $3,715-72.3% | $4,935-79.2% | $2,756-62.7% |
| Participant deferral / active EE | $2,192 | $6,647-67.0% | $8,071-72.8% | $4,297-49.0% |
| Admin fee / account holder | $894 | $7,943-88.7% | $13,006-93.1% | $6,935-87.1% |