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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 | $35,405 | $79,449-55.4% | $189,597-81.3% | $85,851-58.8% |
| Participation rate | 38.5% | 66.0%-27.5pp | 78.4%-40.0pp | 69.3%-30.9pp |
| Annual return | 11.77% | 18.45%-6.7pp | 64.20%-52.4pp | 318.63%-306.9pp |
| Employer contribution / active EE | $613 | $2,081-70.6% | $4,412-86.1% | $2,565-76.1% |
| Participant deferral / active EE | $1,225 | $4,051-69.8% | $6,174-80.2% | $3,952-69.0% |
| Admin fee / account holder | $2,713 | $5,377-49.5% | $9,807-72.3% | $6,261-56.7% |