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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 | $36,508 | $56,640-35.5% | $78,002-53.2% | $55,167-33.8% |
| Participation rate | 23.9% | 73.3%-49.4pp | 75.5%-51.6pp | 69.0%-45.1pp |
| Annual return | 6.03% | 2868.48%-2862.4pp | 425.99%-420.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $650 | $1,724-62.3% | $2,470-73.7% | $1,963-66.9% |
| Participant deferral / active EE | $1,177 | $2,778-57.6% | $3,497-66.3% | $3,054-61.5% |
| Admin fee / account holder | $897 | $467+92.3% | $5,481-83.6% | $504+78.0% |