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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 | $35,329 | $108,882-67.6% | $96,754-63.5% | $154,746-77.2% |
| Participation rate | 47.8% | 75.1%-27.3pp | 70.3%-22.4pp | 80.7%-32.9pp |
| Annual return | 17.08% | 98.39%-81.3pp | 82.04%-65.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $527 | $3,018-82.5% | $2,679-80.3% | $4,379-88.0% |
| Participant deferral / active EE | $999 | $5,323-81.2% | $4,758-79.0% | $6,730-85.2% |
| Admin fee / account holder | $5,404 | $10,200-47.0% | $8,905-39.3% | $14,365-62.4% |