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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 | $43,189 | $78,707-45.1% | $117,861-63.4% | $70,126-38.4% |
| Participation rate | 57.1% | 73.2%-16.0pp | 79.7%-22.5pp | 69.5%-12.4pp |
| Annual return | 13.38% | 23.30%-9.9pp | 335.11%-321.7pp | 73.15%-59.8pp |
| Employer contribution / active EE | $737 | $2,223-66.9% | $3,786-80.5% | $2,343-68.5% |
| Participant deferral / active EE | $435 | $3,297-86.8% | $4,482-90.3% | $3,332-86.9% |
| Admin fee / account holder | $2,801 | $5,066-44.7% | $8,021-65.1% | $4,645-39.7% |