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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 | $31,479 | $93,589-66.4% | $135,942-76.8% | $75,181-58.1% |
| Participation rate | 39.7% | 75.2%-35.5pp | 81.9%-42.3pp | 67.2%-27.5pp |
| Annual return | 21.53% | 30.90%-9.4pp | 68.28%-46.7pp | 160.69%-139.2pp |
| Employer contribution / active EE | $951 | $3,537-73.1% | $4,858-80.4% | $2,671-64.4% |
| Participant deferral / active EE | $1,896 | $6,405-70.4% | $7,759-75.6% | $4,126-54.0% |
| Admin fee / account holder | $2,202 | $6,977-68.4% | $10,764-79.5% | $5,650-61.0% |