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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 | $26,750 | $105,210-74.6% | $159,487-83.2% | $85,851-68.8% |
| Participation rate | 41.7% | 75.8%-34.1pp | 82.8%-41.2pp | 69.3%-27.7pp |
| Annual return | 13.73% | 45.08%-31.4pp | 263.71%-250.0pp | 318.63%-304.9pp |
| Employer contribution / active EE | $682 | $3,319-79.4% | $4,831-85.9% | $2,565-73.4% |
| Participant deferral / active EE | $1,418 | $5,946-76.2% | $7,354-80.7% | $3,952-64.1% |
| Admin fee / account holder | $2,244 | $6,934-67.6% | $10,804-79.2% | $6,261-64.2% |