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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 | $32,509 | $68,398-52.5% | $94,664-65.7% | $75,173-56.8% |
| Participation rate | 44.1% | 76.1%-32.0pp | 80.8%-36.7pp | 67.2%-23.1pp |
| Annual return | 19.75% | 616.72%-597.0pp | 156.84%-137.1pp | 160.72%-141.0pp |
| Employer contribution / active EE | $1,382 | $2,701-48.8% | $3,673-62.4% | $2,671-48.3% |
| Participant deferral / active EE | $2,584 | $6,537-60.5% | $7,417-65.2% | $4,126-37.4% |
| Admin fee / account holder | $4,929 | $5,324-7.4% | $7,222-31.7% | $5,651-12.8% |