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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 | $40,844 | $89,367-54.3% | $141,191-71.1% | $72,975-44.0% |
| Participation rate | 25.3% | 75.1%-49.8pp | 82.5%-57.1pp | 69.5%-44.2pp |
| Annual return | 28.00% | 111.87%-83.9pp | 71.41%-43.4pp | 81.01%-53.0pp |
| Employer contribution / active EE | $827 | $3,115-73.5% | $4,736-82.5% | $2,440-66.1% |
| Participant deferral / active EE | $1,508 | $5,419-72.2% | $6,710-77.5% | $3,608-58.2% |
| Admin fee / account holder | $2,316 | $5,957-61.1% | $10,264-77.4% | $5,124-54.8% |