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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 | $39,736 | $98,766-59.8% | $149,730-73.5% | $79,852-50.2% |
| Participation rate | 36.8% | 75.8%-38.9pp | 82.5%-45.6pp | 69.6%-32.8pp |
| Annual return | 14.53% | 27.43%-12.9pp | 276.70%-262.2pp | 31.72%-17.2pp |
| Employer contribution / active EE | $811 | $3,217-74.8% | $4,645-82.5% | $2,471-67.2% |
| Participant deferral / active EE | $1,902 | $5,681-66.5% | $6,843-72.2% | $3,740-49.1% |
| Admin fee / account holder | $6,806 | $6,052+12.5% | $9,310-26.9% | $5,306+28.3% |