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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 | $41,485 | $82,133-49.5% | $147,318-71.8% | $64,097-35.3% |
| Participation rate | 25.6% | 62.3%-36.7pp | 82.1%-56.4pp | 55.2%-29.6pp |
| Annual return | 17.58% | 78.78%-61.2pp | 70.43%-52.9pp | 34.64%-17.1pp |
| Employer contribution / active EE | $571 | $2,872-80.1% | $4,593-87.6% | $1,891-69.8% |
| Participant deferral / active EE | $1,199 | $5,407-77.8% | $7,906-84.8% | $3,080-61.1% |
| Admin fee / account holder | $1,335 | $3,730-64.2% | $13,708-90.3% | $3,454-61.4% |