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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 | $32,161 | $51,642-37.7% | $129,384-75.1% | $80,935-60.3% |
| Participation rate | 18.8% | 56.9%-38.1pp | 69.6%-50.8pp | 67.7%-48.8pp |
| Annual return | 12.52% | 20.78%-8.3pp | 9461.77%-9449.3pp | 35.66%-23.1pp |
| Employer contribution / active EE | $346 | $1,583-78.1% | $4,153-91.7% | $2,757-87.4% |
| Participant deferral / active EE | $529 | $2,670-80.2% | $4,166-87.3% | $4,299-87.7% |
| Admin fee / account holder | $3,246 | $4,312-24.7% | $7,686-57.8% | $6,924-53.1% |