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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 | $36,522 | $110,337-66.9% | $102,383-64.3% | $145,877-75.0% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 11.79% | 24.83%-13.0pp | 24.94%-13.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,906 | $4,216-54.8% | $3,870-50.8% | $4,663-59.1% |
| Participant deferral / active EE | $1,250 | $5,621-77.8% | $5,060-75.3% | $6,691-81.3% |
| Admin fee / account holder | $4,324 | $9,750-55.7% | $8,391-48.5% | $13,402-67.7% |