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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 | $34,905 | $75,183-53.6% | $123,894-71.8% | $55,167-36.7% |
| Participation rate | 38.9% | 72.8%-33.9pp | 81.4%-42.5pp | 69.0%-30.1pp |
| Annual return | 10.70% | 19.01%-8.3pp | 47.52%-36.8pp | 169.23%-158.5pp |
| Employer contribution / active EE | $697 | $2,823-75.3% | $4,617-84.9% | $1,963-64.5% |
| Participant deferral / active EE | $1,222 | $5,084-76.0% | $5,984-79.6% | $3,054-60.0% |
| Admin fee / account holder | $888 | $663+34.0% | $8,357-89.4% | $504+76.2% |