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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 | $36,027 | $102,422-64.8% | $147,117-75.5% | $80,959-55.5% |
| Participation rate | 28.0% | 75.9%-47.9pp | 82.2%-54.2pp | 67.7%-39.7pp |
| Annual return | 18.11% | 135.16%-117.0pp | 420.54%-402.4pp | 35.67%-17.6pp |
| Employer contribution / active EE | $1,070 | $3,717-71.2% | $4,932-78.3% | $2,757-61.2% |
| Participant deferral / active EE | $1,884 | $6,652-71.7% | $8,065-76.6% | $4,300-56.2% |
| Admin fee / account holder | $3,525 | $7,953-55.7% | $12,993-72.9% | $6,925-49.1% |