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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 | $26,683 | $132,634-79.9% | $115,768-77.0% | $137,256-80.6% |
| Participation rate | 46.2% | 77.9%-31.7pp | 74.4%-28.2pp | 80.0%-33.8pp |
| Annual return | 20.25% | 160.70%-140.5pp | 100.46%-80.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,233 | $3,360-63.3% | $2,940-58.1% | $4,156-70.3% |
| Participant deferral / active EE | $1,471 | $5,619-73.8% | $4,917-70.1% | $6,407-77.0% |
| Admin fee / account holder | $3,524 | $15,028-76.6% | $12,439-71.7% | $12,270-71.3% |