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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 | $30,978 | $64,324-51.8% | $118,946-74.0% | $79,852-61.2% |
| Participation rate | 39.7% | 64.9%-25.1pp | 75.4%-35.7pp | 69.6%-29.9pp |
| Annual return | 18.59% | 86.45%-67.9pp | 35.89%-17.3pp | 31.72%-13.1pp |
| Employer contribution / active EE | $571 | $1,836-68.9% | $3,263-82.5% | $2,471-76.9% |
| Participant deferral / active EE | $748 | $2,824-73.5% | $4,266-82.5% | $3,740-80.0% |
| Admin fee / account holder | $701 | $4,040-82.7% | $6,581-89.4% | $5,306-86.8% |