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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 | $42,432 | $109,344-61.2% | $89,400-52.5% | $158,950-73.3% |
| Participation rate | 38.5% | 74.3%-35.8pp | 68.0%-29.5pp | 82.0%-43.5pp |
| Annual return | 13.86% | 345.73%-331.9pp | 245.64%-231.8pp | 302.91%-289.1pp |
| Employer contribution / active EE | $273 | $3,170-91.4% | $2,586-89.5% | $4,762-94.3% |
| Participant deferral / active EE | $546 | $4,599-88.1% | $3,890-86.0% | $5,983-90.9% |
| Admin fee / account holder | $6,974 | $6,154+13.3% | $4,882+42.9% | $11,248-38.0% |