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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 | $39,937 | $78,428-49.1% | $95,960-58.4% | $79,852-50.0% |
| Participation rate | 63.6% | 73.5%-9.9pp | 77.1%-13.4pp | 69.6%-6.0pp |
| Annual return | 10.48% | 19.37%-8.9pp | 91.63%-81.2pp | 31.72%-21.2pp |
| Employer contribution / active EE | $523 | $1,945-73.1% | $2,541-79.4% | $2,471-78.8% |
| Participant deferral / active EE | $1,168 | $3,440-66.0% | $4,167-72.0% | $3,740-68.8% |
| Admin fee / account holder | $567 | $5,622-89.9% | $6,797-91.7% | $5,306-89.3% |