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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 | $31,190 | $106,280-70.7% | $96,538-67.7% | $139,487-77.6% |
| Participation rate | 23.8% | 77.8%-54.0pp | 74.3%-50.5pp | 80.3%-56.5pp |
| Annual return | 13.72% | 38.48%-24.8pp | 35.74%-22.0pp | 373.84%-360.1pp |
| Employer contribution / active EE | $985 | $4,107-76.0% | $3,740-73.7% | $4,755-79.3% |
| Participant deferral / active EE | $1,156 | $5,457-78.8% | $4,880-76.3% | $6,713-82.8% |
| Admin fee / account holder | $17,640 | $7,888+123.6% | $6,737+161.8% | $11,407+54.6% |