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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 | $30,099 | $105,198-71.4% | $159,455-81.1% | $85,856-64.9% |
| Participation rate | 69.1% | 75.8%-6.6pp | 82.8%-13.7pp | 69.3%-0.2pp |
| Annual return | 39.79% | 45.08%-5.3pp | 263.63%-223.8pp | 318.58%-278.8pp |
| Employer contribution / active EE | $910 | $3,319-72.6% | $4,830-81.2% | $2,565-64.5% |
| Participant deferral / active EE | $2,239 | $5,946-62.3% | $7,353-69.5% | $3,952-43.3% |
| Admin fee / account holder | $877 | $6,934-87.4% | $10,800-91.9% | $6,261-86.0% |