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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 | $33,374 | $48,432-31.1% | $121,169-72.5% | $71,495-53.3% |
| Participation rate | 29.1% | 54.3%-25.2pp | 69.5%-40.4pp | 67.9%-38.8pp |
| Annual return | 16.37% | 23.28%-6.9pp | 986.71%-970.3pp | 28.85%-12.5pp |
| Employer contribution / active EE | $520 | $1,493-65.2% | $4,168-87.5% | $2,589-79.9% |
| Participant deferral / active EE | $903 | $2,756-67.2% | $4,083-77.9% | $4,291-79.0% |
| Admin fee / account holder | $2,360 | $1,845+28.0% | $5,645-58.2% | $1,588+48.7% |