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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 | $29,056 | $93,589-69.0% | $135,942-78.6% | $75,181-61.4% |
| Participation rate | 41.7% | 75.2%-33.5pp | 81.9%-40.2pp | 67.2%-25.5pp |
| Annual return | 28.65% | 30.90%-2.3pp | 68.28%-39.6pp | 160.69%-132.0pp |
| Employer contribution / active EE | $1,187 | $3,537-66.4% | $4,858-75.6% | $2,671-55.6% |
| Participant deferral / active EE | $2,163 | $6,405-66.2% | $7,759-72.1% | $4,126-47.6% |
| Admin fee / account holder | $449 | $6,977-93.6% | $10,764-95.8% | $5,650-92.0% |