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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 | $39,236 | $83,369-52.9% | $105,223-62.7% | $67,986-42.3% |
| Participation rate | 25.0% | 56.3%-31.3pp | 75.0%-50.0pp | 57.2%-32.2pp |
| Annual return | 49.05% | 24.64%+24.4pp | 180.65%-131.6pp | 31.67%+17.4pp |
| Employer contribution / active EE | $858 | $2,541-66.2% | $3,689-76.7% | $2,019-57.5% |
| Participant deferral / active EE | $1,374 | $3,295-58.3% | $5,072-72.9% | $3,358-59.1% |
| Admin fee / account holder | $820 | $4,073-79.9% | $8,859-90.7% | $3,203-74.4% |