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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 | $38,985 | $106,918-63.5% | $84,021-53.6% | $152,897-74.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 22.15% | 105.01%-82.9pp | 71.32%-49.2pp | 345.43%-323.3pp |
| Employer contribution / active EE | $475 | $2,735-82.6% | $1,984-76.1% | $4,764-90.0% |
| Participant deferral / active EE | $437 | $4,012-89.1% | $3,239-86.5% | $5,851-92.5% |
| Admin fee / account holder | $544 | $8,288-93.4% | $6,102-91.1% | $11,599-95.3% |