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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 | $40,755 | $99,652-59.1% | $78,778-48.3% | $147,586-72.4% |
| Participation rate | 39.1% | 76.2%-37.1pp | 69.2%-30.1pp | 82.8%-43.7pp |
| Annual return | 16.20% | 47.28%-31.1pp | 35.62%-19.4pp | 578.59%-562.4pp |
| Employer contribution / active EE | $594 | $2,796-78.7% | $1,986-70.1% | $4,876-87.8% |
| Participant deferral / active EE | $641 | $3,664-82.5% | $2,958-78.3% | $5,439-88.2% |
| Admin fee / account holder | $1,598 | $7,155-77.7% | $5,134-68.9% | $10,886-85.3% |