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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 | $30,434 | $105,198-71.1% | $159,455-80.9% | $85,856-64.6% |
| Participation rate | 39.0% | 75.8%-36.8pp | 82.8%-43.8pp | 69.3%-30.3pp |
| Annual return | 12.83% | 45.08%-32.2pp | 263.63%-250.8pp | 318.58%-305.8pp |
| Employer contribution / active EE | $1,097 | $3,319-66.9% | $4,830-77.3% | $2,565-57.2% |
| Participant deferral / active EE | $1,748 | $5,946-70.6% | $7,353-76.2% | $3,952-55.8% |
| Admin fee / account holder | $7,204 | $6,934+3.9% | $10,800-33.3% | $6,261+15.1% |