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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 | $32,873 | $77,901-57.8% | $149,717-78.0% | $75,181-56.3% |
| Participation rate | 38.2% | 65.6%-27.3pp | 78.8%-40.5pp | 67.2%-29.0pp |
| Annual return | 16.25% | 31.73%-15.5pp | 134.41%-118.2pp | 160.69%-144.4pp |
| Employer contribution / active EE | $538 | $3,137-82.8% | $4,820-88.8% | $2,671-79.8% |
| Participant deferral / active EE | $657 | $3,411-80.7% | $5,682-88.4% | $4,126-84.1% |
| Admin fee / account holder | $3,044 | $5,949-48.8% | $13,213-77.0% | $5,650-46.1% |