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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 | $34,765 | $101,063-65.6% | $81,473-57.3% | $147,586-76.4% |
| Participation rate | 30.4% | 74.5%-44.0pp | 68.0%-37.5pp | 82.8%-52.4pp |
| Annual return | 12.50% | 32.41%-19.9pp | 38.78%-26.3pp | 578.59%-566.1pp |
| Employer contribution / active EE | $343 | $3,206-89.3% | $2,568-86.6% | $4,876-93.0% |
| Participant deferral / active EE | $461 | $4,242-89.1% | $3,537-87.0% | $5,439-91.5% |
| Admin fee / account holder | $1,849 | $5,812-68.2% | $4,561-59.5% | $10,886-83.0% |