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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 | $38,733 | $93,589-58.6% | $135,942-71.5% | $75,181-48.5% |
| Participation rate | 41.9% | 75.2%-33.3pp | 81.9%-40.0pp | 67.2%-25.3pp |
| Annual return | 16.91% | 30.90%-14.0pp | 68.28%-51.4pp | 160.69%-143.8pp |
| Employer contribution / active EE | $847 | $3,537-76.1% | $4,858-82.6% | $2,671-68.3% |
| Participant deferral / active EE | $1,301 | $6,405-79.7% | $7,759-83.2% | $4,126-68.5% |
| Admin fee / account holder | $2,287 | $6,977-67.2% | $10,764-78.8% | $5,650-59.5% |