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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 | $33,124 | $48,314-31.4% | $67,561-51.0% | $80,925-59.1% |
| Participation rate | 46.2% | 66.4%-20.2pp | 72.9%-26.7pp | 67.7%-21.5pp |
| Annual return | 14.40% | 18.28%-3.9pp | 3525.44%-3511.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $385 | $2,022-81.0% | $2,735-85.9% | $2,756-86.0% |
| Participant deferral / active EE | $135 | $2,927-95.4% | $4,003-96.6% | $4,299-96.9% |
| Admin fee / account holder | $4,201 | $3,690+13.9% | $4,006+4.9% | $6,940-39.5% |