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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 | $39,166 | $124,425-68.5% | $112,040-65.0% | $137,256-71.5% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 10.97% | 24.72%-13.8pp | 24.52%-13.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,428 | $3,411-58.2% | $2,954-51.7% | $4,156-65.7% |
| Participant deferral / active EE | $752 | $5,718-86.9% | $5,098-85.3% | $6,407-88.3% |
| Admin fee / account holder | $647 | $15,207-95.7% | $12,098-94.7% | $12,270-94.7% |