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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 | $40,369 | $115,911-65.2% | $100,530-59.8% | $158,950-74.6% |
| Participation rate | 20.0% | 81.6%-61.6pp | 79.4%-59.4pp | 82.0%-62.0pp |
| Annual return | 14.85% | 34.80%-20.0pp | 30.89%-16.0pp | 302.91%-288.1pp |
| Employer contribution / active EE | $490 | $4,104-88.1% | $3,418-85.7% | $4,762-89.7% |
| Participant deferral / active EE | $612 | $6,676-90.8% | $6,271-90.2% | $5,983-89.8% |
| Admin fee / account holder | $477 | $10,999-95.7% | $8,083-94.1% | $11,248-95.8% |