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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 | $34,979 | $103,393-66.2% | $87,103-59.8% | $152,909-77.1% |
| Participation rate | 47.6% | 79.4%-31.7pp | 76.9%-29.3pp | 82.5%-34.8pp |
| Annual return | 16.08% | 28.10%-12.0pp | 28.19%-12.1pp | 345.46%-329.4pp |
| Employer contribution / active EE | $950 | $3,221-70.5% | $2,521-62.3% | $4,764-80.1% |
| Participant deferral / active EE | $1,062 | $4,778-77.8% | $4,049-73.8% | $5,851-81.9% |
| Admin fee / account holder | $2,791 | $12,195-77.1% | $7,491-62.7% | $11,601-75.9% |