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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 | $30,532 | $78,707-61.2% | $117,861-74.1% | $70,126-56.5% |
| Participation rate | 37.9% | 73.2%-35.3pp | 79.7%-41.7pp | 69.5%-31.6pp |
| Annual return | 24.84% | 23.30%+1.5pp | 335.11%-310.3pp | 73.15%-48.3pp |
| Employer contribution / active EE | $891 | $2,223-59.9% | $3,786-76.5% | $2,343-62.0% |
| Participant deferral / active EE | $1,467 | $3,297-55.5% | $4,482-67.3% | $3,332-56.0% |
| Admin fee / account holder | $1,244 | $5,066-75.4% | $8,021-84.5% | $4,645-73.2% |