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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 | $29,532 | $76,368-61.3% | $67,681-56.4% | $154,746-80.9% |
| Participation rate | 35.7% | 79.0%-43.2pp | 73.7%-38.0pp | 80.7%-45.0pp |
| Annual return | 15.35% | 1066.77%-1051.4pp | 590.58%-575.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $862 | $3,151-72.6% | $2,678-67.8% | $4,379-80.3% |
| Participant deferral / active EE | $983 | $4,824-79.6% | $3,976-75.3% | $6,730-85.4% |
| Admin fee / account holder | $1,380 | $8,559-83.9% | $6,100-77.4% | $14,365-90.4% |