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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 | $37,498 | $124,336-69.8% | $111,303-66.3% | $167,518-77.6% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 10.94% | 37.45%-26.5pp | 54.66%-43.7pp | 478.71%-467.8pp |
| Employer contribution / active EE | $1,169 | $3,436-66.0% | $2,731-57.2% | $4,838-75.8% |
| Participant deferral / active EE | $1,480 | $5,181-71.4% | $4,487-67.0% | $6,342-76.7% |
| Admin fee / account holder | $2,618 | $10,623-75.4% | $7,966-67.1% | $12,312-78.7% |