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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 | $31,540 | $78,707-59.9% | $117,861-73.2% | $70,126-55.0% |
| Participation rate | 39.3% | 73.2%-33.9pp | 79.7%-40.3pp | 69.5%-30.2pp |
| Annual return | 16.18% | 23.30%-7.1pp | 335.11%-318.9pp | 73.15%-57.0pp |
| Employer contribution / active EE | $535 | $2,223-75.9% | $3,786-85.9% | $2,343-77.1% |
| Participant deferral / active EE | $1,420 | $3,297-56.9% | $4,482-68.3% | $3,332-57.4% |
| Admin fee / account holder | $990 | $5,066-80.5% | $8,021-87.7% | $4,645-78.7% |