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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 | $30,448 | $96,731-68.5% | $123,973-75.4% | $86,983-65.0% |
| Participation rate | 28.6% | 70.0%-41.4pp | 76.7%-48.1pp | 69.5%-41.0pp |
| Annual return | 12.36% | 17.33%-5.0pp | 388.13%-375.8pp | 25.83%-13.5pp |
| Employer contribution / active EE | $963 | $3,297-70.8% | $4,126-76.7% | $2,584-62.7% |
| Participant deferral / active EE | $1,371 | $4,152-67.0% | $5,247-73.9% | $4,194-67.3% |
| Admin fee / account holder | $4,888 | $8,722-44.0% | $11,799-58.6% | $7,856-37.8% |