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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 | $42,021 | $53,063-20.8% | $124,206-66.2% | $82,637-49.2% |
| Participation rate | 21.7% | 58.4%-36.7pp | 69.6%-47.9pp | 68.1%-46.4pp |
| Annual return | 17.50% | 68.87%-51.4pp | 515.27%-497.8pp | 53.51%-36.0pp |
| Employer contribution / active EE | $448 | $1,530-70.7% | $3,540-87.3% | $2,552-82.4% |
| Participant deferral / active EE | $531 | $2,644-79.9% | $3,968-86.6% | $4,126-87.1% |
| Admin fee / account holder | $397 | $4,281-90.7% | $5,929-93.3% | $7,339-94.6% |