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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 | $35,089 | $96,491-63.6% | $75,894-53.8% | $152,885-77.0% |
| Participation rate | 41.7% | 76.2%-34.5pp | 69.3%-27.6pp | 82.5%-40.8pp |
| Annual return | 23.52% | 33.98%-10.5pp | 30.76%-7.2pp | 345.39%-321.9pp |
| Employer contribution / active EE | $511 | $3,310-84.6% | $2,501-79.6% | $4,763-89.3% |
| Participant deferral / active EE | $1,023 | $4,553-77.5% | $3,603-71.6% | $5,851-82.5% |
| Admin fee / account holder | $331 | $8,079-95.9% | $5,420-93.9% | $11,598-97.1% |