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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 | $40,575 | $96,236-57.8% | $136,072-70.2% | $80,935-49.9% |
| Participation rate | 28.1% | 71.2%-43.1pp | 76.4%-48.3pp | 67.7%-39.6pp |
| Annual return | 14.06% | 28.74%-14.7pp | 580.46%-566.4pp | 35.66%-21.6pp |
| Employer contribution / active EE | $753 | $3,350-77.5% | $4,216-82.1% | $2,757-72.7% |
| Participant deferral / active EE | $1,547 | $5,709-72.9% | $7,028-78.0% | $4,299-64.0% |
| Admin fee / account holder | $428 | $8,250-94.8% | $6,718-93.6% | $6,924-93.8% |