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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 | $40,422 | $114,013-64.5% | $103,693-61.0% | $155,188-74.0% |
| Participation rate | 30.0% | 75.2%-45.2pp | 72.6%-42.6pp | 80.8%-50.8pp |
| Annual return | 16.13% | 49.31%-33.2pp | 47.61%-31.5pp | 148.84%-132.7pp |
| Employer contribution / active EE | $529 | $3,131-83.1% | $2,920-81.9% | $4,248-87.6% |
| Participant deferral / active EE | $748 | $4,970-84.9% | $4,579-83.7% | $6,531-88.5% |
| Admin fee / account holder | $572 | $8,407-93.2% | $7,858-92.7% | $14,480-96.1% |