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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 | $28,553 | $105,198-72.9% | $159,455-82.1% | $85,856-66.7% |
| Participation rate | 41.2% | 75.8%-34.6pp | 82.8%-41.7pp | 69.3%-28.1pp |
| Annual return | 14.65% | 45.08%-30.4pp | 263.63%-249.0pp | 318.58%-303.9pp |
| Employer contribution / active EE | $1,046 | $3,319-68.5% | $4,830-78.3% | $2,565-59.2% |
| Participant deferral / active EE | $1,639 | $5,946-72.4% | $7,353-77.7% | $3,952-58.5% |
| Admin fee / account holder | $4,584 | $6,934-33.9% | $10,800-57.6% | $6,261-26.8% |