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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 | $35,062 | $80,748-56.6% | $102,383-65.8% | $74,429-52.9% |
| Participation rate | 36.5% | 65.7%-29.2pp | 74.5%-38.0pp | 67.2%-30.7pp |
| Annual return | 11.43% | 27.57%-16.1pp | 24.94%-13.5pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $878 | $3,159-72.2% | $3,870-77.3% | $2,625-66.6% |
| Participant deferral / active EE | $1,471 | $3,861-61.9% | $5,060-70.9% | $4,348-66.2% |
| Admin fee / account holder | $5,552 | $2,371+134.2% | $8,391-33.8% | $1,944+185.6% |