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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 | $40,918 | $91,086-55.1% | $203,872-79.9% | $86,983-53.0% |
| Participation rate | 29.0% | 65.8%-36.8pp | 77.8%-48.8pp | 69.5%-40.5pp |
| Annual return | 14.70% | 22.30%-7.6pp | 85.11%-70.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $578 | $2,063-72.0% | $3,757-84.6% | $2,584-77.7% |
| Participant deferral / active EE | $1,273 | $4,019-68.3% | $6,388-80.1% | $4,194-69.7% |
| Admin fee / account holder | $3,930 | $8,987-56.3% | $11,730-66.5% | $7,856-50.0% |