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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 | $40,358 | $98,776-59.1% | $149,745-73.0% | $79,856-49.5% |
| Participation rate | 41.8% | 75.8%-34.0pp | 82.5%-40.7pp | 69.6%-27.9pp |
| Annual return | 14.76% | 27.38%-12.6pp | 276.72%-262.0pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,356 | $3,217-57.9% | $4,646-70.8% | $2,471-45.1% |
| Participant deferral / active EE | $1,391 | $5,681-75.5% | $6,843-79.7% | $3,741-62.8% |
| Admin fee / account holder | $584 | $6,053-90.3% | $9,312-93.7% | $5,306-89.0% |