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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 | $44,458 | $104,251-57.4% | $91,004-51.1% | $147,585-69.9% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.6%-42.3pp | 82.8%-49.5pp |
| Annual return | 10.18% | 27.06%-16.9pp | 4.60%+5.6pp | 578.58%-568.4pp |
| Employer contribution / active EE | $515 | $3,116-83.5% | $2,456-79.0% | $4,876-89.4% |
| Participant deferral / active EE | $515 | $4,195-87.7% | $3,548-85.5% | $5,439-90.5% |
| Admin fee / account holder | $669 | $8,948-92.5% | $5,417-87.6% | $10,886-93.9% |