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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 | $39,535 | $65,395-39.5% | $182,558-78.3% | $72,976-45.8% |
| Participation rate | 47.4% | 65.4%-18.1pp | 78.0%-30.6pp | 69.5%-22.1pp |
| Annual return | 23.83% | 27.68%-3.8pp | 148.59%-124.8pp | 81.02%-57.2pp |
| Employer contribution / active EE | $620 | $1,911-67.6% | $4,076-84.8% | $2,440-74.6% |
| Participant deferral / active EE | $710 | $3,563-80.1% | $5,526-87.2% | $3,608-80.3% |
| Admin fee / account holder | $2,891 | $4,245-31.9% | $8,594-66.4% | $5,124-43.6% |