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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 | $32,469 | $100,811-67.8% | $86,698-62.5% | $134,545-75.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | 41.83% | 29.11%+12.7pp | 35.96%+5.9pp | 418.37%-376.5pp |
| Employer contribution / active EE | $1,010 | $3,490-71.0% | $2,837-64.4% | $4,742-78.7% |
| Participant deferral / active EE | $1,718 | $5,339-67.8% | $4,656-63.1% | $6,401-73.2% |
| Admin fee / account holder | $4,480 | $10,926-59.0% | $7,492-40.2% | $11,431-60.8% |