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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 | $32,625 | $132,634-75.4% | $115,768-71.8% | $137,256-76.2% |
| Participation rate | 52.4% | 77.9%-25.5pp | 74.4%-22.0pp | 80.0%-27.6pp |
| Annual return | 12.39% | 160.70%-148.3pp | 100.46%-88.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,102 | $3,360-67.2% | $2,940-62.5% | $4,156-73.5% |
| Participant deferral / active EE | $417 | $5,619-92.6% | $4,917-91.5% | $6,407-93.5% |
| Admin fee / account holder | $1,699 | $15,028-88.7% | $12,439-86.3% | $12,270-86.2% |