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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 | $32,051 | $114,013-71.9% | $103,693-69.1% | $155,188-79.3% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 80.8%-55.8pp |
| Annual return | 10.28% | 49.31%-39.0pp | 47.61%-37.3pp | 148.84%-138.6pp |
| Employer contribution / active EE | $529 | $3,131-83.1% | $2,920-81.9% | $4,248-87.5% |
| Participant deferral / active EE | $796 | $4,970-84.0% | $4,579-82.6% | $6,531-87.8% |
| Admin fee / account holder | $7,021 | $8,407-16.5% | $7,858-10.7% | $14,480-51.5% |