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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 | $40,830 | $98,776-58.7% | $149,745-72.7% | $79,856-48.9% |
| Participation rate | 31.0% | 75.8%-44.8pp | 82.5%-51.4pp | 69.6%-38.6pp |
| Annual return | 13.94% | 27.38%-13.4pp | 276.72%-262.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $643 | $3,217-80.0% | $4,646-86.2% | $2,471-74.0% |
| Participant deferral / active EE | $1,715 | $5,681-69.8% | $6,843-74.9% | $3,741-54.2% |
| Admin fee / account holder | $2,148 | $6,053-64.5% | $9,312-76.9% | $5,306-59.5% |