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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 | $28,607 | $74,661-61.7% | $160,784-82.2% | $67,986-57.9% |
| Participation rate | 30.0% | 57.1%-27.1pp | 77.0%-47.0pp | 57.2%-27.2pp |
| Annual return | 18.43% | 28.83%-10.4pp | 1803.92%-1785.5pp | 31.67%-13.2pp |
| Employer contribution / active EE | $452 | $1,829-75.3% | $3,733-87.9% | $2,019-77.6% |
| Participant deferral / active EE | $1,002 | $3,681-72.8% | $6,293-84.1% | $3,358-70.1% |
| Admin fee / account holder | $1,174 | $3,959-70.3% | $9,717-87.9% | $3,203-63.4% |