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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 | $32,175 | $105,200-69.4% | $159,474-79.8% | $85,847-62.5% |
| Participation rate | 37.2% | 75.8%-38.6pp | 82.8%-45.6pp | 69.3%-32.1pp |
| Annual return | 14.03% | 45.08%-31.0pp | 263.68%-249.6pp | 318.61%-304.6pp |
| Employer contribution / active EE | $1,107 | $3,319-66.6% | $4,831-77.1% | $2,565-56.9% |
| Participant deferral / active EE | $1,408 | $5,946-76.3% | $7,353-80.8% | $3,952-64.4% |
| Admin fee / account holder | $855 | $6,934-87.7% | $10,802-92.1% | $6,261-86.3% |