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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 | $31,195 | $109,782-71.6% | $260,467-88.0% | $94,015-66.8% |
| Participation rate | 32.3% | 67.2%-34.9pp | 80.5%-48.2pp | 70.8%-38.6pp |
| Annual return | 12.33% | 18.60%-6.3pp | 100.60%-88.3pp | 17.84%-5.5pp |
| Employer contribution / active EE | $1,082 | $2,147-49.6% | $4,239-74.5% | $2,790-61.2% |
| Participant deferral / active EE | $1,405 | $4,044-65.3% | $6,319-77.8% | $4,249-66.9% |
| Admin fee / account holder | $1,387 | $11,958-88.4% | $15,461-91.0% | $8,951-84.5% |