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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 | $38,648 | $99,652-61.2% | $78,778-50.9% | $147,586-73.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 14.35% | 47.28%-32.9pp | 35.62%-21.3pp | 578.59%-564.2pp |
| Employer contribution / active EE | $395 | $2,796-85.9% | $1,986-80.1% | $4,876-91.9% |
| Participant deferral / active EE | $442 | $3,664-87.9% | $2,958-85.1% | $5,439-91.9% |
| Admin fee / account holder | $2,598 | $7,155-63.7% | $5,134-49.4% | $10,886-76.1% |