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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 | $32,168 | $58,828-45.3% | $78,002-58.8% | $62,881-48.8% |
| Participation rate | 57.0% | 71.1%-14.1pp | 75.5%-18.5pp | 69.3%-12.3pp |
| Annual return | 6.59% | 17.16%-10.6pp | 425.99%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,337 | $1,672-20.0% | $2,470-45.9% | $2,281-41.4% |
| Participant deferral / active EE | $841 | $2,686-68.7% | $3,497-75.9% | $3,203-73.7% |
| Admin fee / account holder | $1,289 | $4,393-70.7% | $5,481-76.5% | $4,296-70.0% |