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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 | $33,347 | $152,612-78.1% | $125,192-73.4% | $152,897-78.2% |
| Participation rate | 52.9% | 83.3%-30.4pp | 79.8%-26.8pp | 82.5%-29.5pp |
| Annual return | 22.50% | 54.85%-32.3pp | 43.79%-21.3pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,207 | $4,947-75.6% | $3,866-68.8% | $4,764-74.7% |
| Participant deferral / active EE | $738 | $5,868-87.4% | $4,937-85.1% | $5,851-87.4% |
| Admin fee / account holder | $302 | $13,437-97.7% | $9,704-96.9% | $11,599-97.4% |