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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 | $28,948 | $77,901-62.8% | $149,717-80.7% | $75,181-61.5% |
| Participation rate | 44.9% | 65.6%-20.7pp | 78.8%-33.8pp | 67.2%-22.3pp |
| Annual return | 15.14% | 31.73%-16.6pp | 134.41%-119.3pp | 160.69%-145.5pp |
| Employer contribution / active EE | $607 | $3,137-80.7% | $4,820-87.4% | $2,671-77.3% |
| Participant deferral / active EE | $757 | $3,411-77.8% | $5,682-86.7% | $4,126-81.7% |
| Admin fee / account holder | $600 | $5,949-89.9% | $13,213-95.5% | $5,650-89.4% |