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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 | $32,357 | $75,183-57.0% | $123,894-73.9% | $55,167-41.3% |
| Participation rate | 35.4% | 72.8%-37.4pp | 81.4%-46.0pp | 69.0%-33.5pp |
| Annual return | 8.00% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $642 | $2,823-77.3% | $4,617-86.1% | $1,963-67.3% |
| Participant deferral / active EE | $1,902 | $5,084-62.6% | $5,984-68.2% | $3,054-37.7% |
| Admin fee / account holder | $5,370 | $663+710.5% | $8,357-35.7% | $504+965.7% |