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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 | $38,278 | $102,422-62.6% | $147,117-74.0% | $80,959-52.7% |
| Participation rate | 41.7% | 75.9%-34.2pp | 82.2%-40.5pp | 67.7%-26.0pp |
| Annual return | 33.80% | 135.16%-101.4pp | 420.54%-386.7pp | 35.67%-1.9pp |
| Employer contribution / active EE | $1,408 | $3,717-62.1% | $4,932-71.5% | $2,757-48.9% |
| Participant deferral / active EE | $2,439 | $6,652-63.3% | $8,065-69.8% | $4,300-43.3% |
| Admin fee / account holder | $679 | $7,953-91.5% | $12,993-94.8% | $6,925-90.2% |