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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 | $28,728 | $124,425-76.9% | $112,040-74.4% | $137,256-79.1% |
| Participation rate | 45.5% | 79.3%-33.9pp | 76.5%-31.0pp | 80.0%-34.5pp |
| Annual return | 16.86% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $965 | $3,411-71.7% | $2,954-67.3% | $4,156-76.8% |
| Participant deferral / active EE | $1,790 | $5,718-68.7% | $5,098-64.9% | $6,407-72.1% |
| Admin fee / account holder | $440 | $15,207-97.1% | $12,098-96.4% | $12,270-96.4% |