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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 | $29,144 | $65,566-55.5% | $86,235-66.2% | $75,177-61.2% |
| Participation rate | 28.9% | 60.5%-31.5pp | 69.0%-40.0pp | 67.2%-38.3pp |
| Annual return | 17.49% | 46.07%-28.6pp | 1170.03%-1152.5pp | 160.75%-143.3pp |
| Employer contribution / active EE | $706 | $1,553-54.6% | $2,381-70.4% | $2,671-73.6% |
| Participant deferral / active EE | $999 | $3,023-67.0% | $3,987-74.9% | $4,126-75.8% |
| Admin fee / account holder | $702 | $5,470-87.2% | $6,856-89.8% | $5,651-87.6% |