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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 | $75,287 | $88,672-15.1% | $105,223-28.5% | $82,448-8.7% |
| Participation rate | 30.0% | 67.9%-37.9pp | 75.0%-45.0pp | 68.1%-38.1pp |
| Annual return | 28.66% | 30.86%-2.2pp | 180.65%-152.0pp | 41.64%-13.0pp |
| Employer contribution / active EE | $836 | $3,048-72.6% | $3,689-77.3% | $2,551-67.2% |
| Participant deferral / active EE | $1,484 | $4,036-63.2% | $5,072-70.7% | $4,139-64.2% |
| Admin fee / account holder | $439 | $7,146-93.9% | $8,859-95.0% | $7,234-93.9% |