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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 | $40,450 | $117,829-65.7% | $102,423-60.5% | $145,877-72.3% |
| Participation rate | 38.9% | 78.6%-39.7pp | 76.5%-37.6pp | 80.3%-41.4pp |
| Annual return | 13.50% | 31.83%-18.3pp | 29.42%-15.9pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,152 | $3,615-68.1% | $3,023-61.9% | $4,663-75.3% |
| Participant deferral / active EE | $1,406 | $5,732-75.5% | $5,054-72.2% | $6,691-79.0% |
| Admin fee / account holder | $971 | $13,335-92.7% | $9,455-89.7% | $13,402-92.8% |