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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 | $43,765 | $98,240-55.5% | $82,312-46.8% | $147,586-70.3% |
| Participation rate | 39.1% | 79.7%-40.6pp | 76.9%-37.8pp | 82.8%-43.7pp |
| Annual return | 21.90% | 30.85%-9.0pp | 25.88%-4.0pp | 578.59%-556.7pp |
| Employer contribution / active EE | $641 | $3,192-79.9% | $2,428-73.6% | $4,876-86.9% |
| Participant deferral / active EE | $896 | $4,383-79.6% | $3,706-75.8% | $5,439-83.5% |
| Admin fee / account holder | $4,827 | $8,563-43.6% | $5,608-13.9% | $10,886-55.7% |