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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 | $37,699 | $102,422-63.2% | $147,117-74.4% | $80,959-53.4% |
| Participation rate | 61.8% | 75.9%-14.1pp | 82.2%-20.4pp | 67.7%-5.9pp |
| Annual return | 15.13% | 135.16%-120.0pp | 420.54%-405.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,209 | $3,717-67.5% | $4,932-75.5% | $2,757-56.2% |
| Participant deferral / active EE | $2,298 | $6,652-65.5% | $8,065-71.5% | $4,300-46.6% |
| Admin fee / account holder | $3,857 | $7,953-51.5% | $12,993-70.3% | $6,925-44.3% |