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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 | $38,494 | $77,920-50.6% | $149,723-74.3% | $75,177-48.8% |
| Participation rate | 47.3% | 65.6%-18.3pp | 78.8%-31.5pp | 67.2%-20.0pp |
| Annual return | 14.76% | 31.72%-17.0pp | 134.50%-119.7pp | 160.75%-146.0pp |
| Employer contribution / active EE | $563 | $3,138-82.1% | $4,821-88.3% | $2,671-78.9% |
| Participant deferral / active EE | $623 | $3,411-81.7% | $5,682-89.0% | $4,126-84.9% |
| Admin fee / account holder | $565 | $5,951-90.5% | $13,215-95.7% | $5,651-90.0% |