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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 | $29,911 | $88,672-66.3% | $105,223-71.6% | $82,448-63.7% |
| Participation rate | 53.8% | 67.9%-14.1pp | 75.0%-21.2pp | 68.1%-14.2pp |
| Annual return | 15.61% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,058 | $3,048-65.3% | $3,689-71.3% | $2,551-58.5% |
| Participant deferral / active EE | $1,542 | $4,036-61.8% | $5,072-69.6% | $4,139-62.8% |
| Admin fee / account holder | $4,888 | $7,146-31.6% | $8,859-44.8% | $7,234-32.4% |