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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 | $29,490 | $83,337-64.6% | $67,834-56.5% | $273,972-89.2% |
| Participation rate | 37.5% | 76.4%-38.9pp | 68.8%-31.3pp | 83.0%-45.5pp |
| Annual return | 6.92% | 259.45%-252.5pp | 138.47%-131.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $643 | $3,287-80.5% | $2,403-73.3% | $4,869-86.8% |
| Participant deferral / active EE | $773 | $4,088-81.1% | $3,160-75.5% | $5,287-85.4% |
| Admin fee / account holder | $440 | $6,752-93.5% | $4,622-90.5% | $10,133-95.7% |