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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 | $23,747 | $84,149-71.8% | $76,080-68.8% | $167,536-85.8% |
| Participation rate | 41.7% | 84.9%-43.2pp | 79.4%-37.8pp | 82.1%-40.4pp |
| Annual return | 13.96% | 54.99%-41.0pp | 42.50%-28.5pp | 478.82%-464.9pp |
| Employer contribution / active EE | $1,414 | $4,618-69.4% | $3,962-64.3% | $4,839-70.8% |
| Participant deferral / active EE | $350 | $5,796-94.0% | $4,905-92.9% | $6,342-94.5% |
| Admin fee / account holder | $2,351 | $6,410-63.3% | $4,883-51.9% | $12,315-80.9% |