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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 | $41,198 | $91,179-54.8% | $178,499-76.9% | $79,852-48.4% |
| Participation rate | 26.9% | 69.2%-42.3pp | 81.9%-55.0pp | 69.6%-42.7pp |
| Annual return | 11.04% | 24.19%-13.2pp | 151.10%-140.1pp | 31.72%-20.7pp |
| Employer contribution / active EE | $375 | $3,256-88.5% | $5,011-92.5% | $2,471-84.8% |
| Participant deferral / active EE | $876 | $3,236-72.9% | $5,202-83.2% | $3,740-76.6% |
| Admin fee / account holder | $598 | $6,749-91.1% | $13,986-95.7% | $5,306-88.7% |