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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 | $33,327 | $108,911-69.4% | $100,392-66.8% | $145,884-77.2% |
| Participation rate | 55.0% | 83.0%-28.0pp | 81.5%-26.5pp | 80.3%-25.3pp |
| Annual return | 11.90% | 58.23%-46.3pp | 49.45%-37.6pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,089 | $4,420-75.4% | $3,941-72.4% | $4,662-76.6% |
| Participant deferral / active EE | $2,166 | $8,459-74.4% | $8,090-73.2% | $6,690-67.6% |
| Admin fee / account holder | $3,810 | $9,698-60.7% | $7,904-51.8% | $13,392-71.5% |