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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 | $35,214 | $127,790-72.4% | $106,554-67.0% | $167,553-79.0% |
| Participation rate | 15.4% | 78.3%-62.9pp | 76.1%-60.8pp | 82.1%-66.7pp |
| Annual return | 14.29% | 33.88%-19.6pp | 26.80%-12.5pp | 478.89%-464.6pp |
| Employer contribution / active EE | $558 | $3,427-83.7% | $2,819-80.2% | $4,840-88.5% |
| Participant deferral / active EE | $1,370 | $5,088-73.1% | $4,398-68.8% | $6,343-78.4% |
| Admin fee / account holder | $5,359 | $11,231-52.3% | $7,408-27.7% | $12,316-56.5% |