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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 | $32,967 | $91,179-63.8% | $178,499-81.5% | $79,852-58.7% |
| Participation rate | 34.7% | 69.2%-34.5pp | 81.9%-47.2pp | 69.6%-34.9pp |
| Annual return | 19.77% | 24.19%-4.4pp | 151.10%-131.3pp | 31.72%-11.9pp |
| Employer contribution / active EE | $413 | $3,256-87.3% | $5,011-91.8% | $2,471-83.3% |
| Participant deferral / active EE | $768 | $3,236-76.3% | $5,202-85.2% | $3,740-79.5% |
| Admin fee / account holder | $3,235 | $6,749-52.1% | $13,986-76.9% | $5,306-39.0% |