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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 | $38,224 | $135,956-71.9% | $123,894-69.1% | $273,972-86.0% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 4.27% | 56.63%-52.4pp | 47.52%-43.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $7,573 | $5,170+46.5% | $4,617+64.0% | $4,869+55.5% |
| Participant deferral / active EE | $250 | $6,343-96.1% | $5,984-95.8% | $5,287-95.3% |
| Admin fee / account holder | $774 | $9,817-92.1% | $8,357-90.7% | $10,133-92.4% |