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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 | $34,831 | $58,726-40.7% | $142,898-75.6% | $85,851-59.4% |
| Participation rate | 28.6% | 58.5%-29.9pp | 72.0%-43.4pp | 69.3%-40.7pp |
| Annual return | 14.21% | 27.73%-13.5pp | 5639.64%-5625.4pp | 318.63%-304.4pp |
| Employer contribution / active EE | $365 | $1,424-74.3% | $4,146-91.2% | $2,565-85.8% |
| Participant deferral / active EE | $456 | $2,609-82.5% | $3,838-88.1% | $3,952-88.5% |
| Admin fee / account holder | $1,131 | $4,234-73.3% | $6,560-82.8% | $6,261-81.9% |