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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 | $36,502 | $157,829-76.9% | $136,867-73.3% | $198,609-81.6% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 12.37% | 51.25%-38.9pp | 42.97%-30.6pp | 202.70%-190.3pp |
| Employer contribution / active EE | $1,450 | $3,923-63.0% | $3,547-59.1% | $5,055-71.3% |
| Participant deferral / active EE | $1,450 | $5,463-73.5% | $4,924-70.6% | $6,977-79.2% |
| Admin fee / account holder | $6,540 | $11,107-41.1% | $10,340-36.8% | $19,030-65.6% |