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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 | $33,408 | $65,027-48.6% | $90,970-63.3% | $79,852-58.2% |
| Participation rate | 17.5% | 61.6%-44.1pp | 69.0%-51.5pp | 69.6%-52.1pp |
| Annual return | 38.39% | 30.45%+7.9pp | 134.58%-96.2pp | 31.72%+6.7pp |
| Employer contribution / active EE | $2,280 | $1,247+82.8% | $2,122+7.4% | $2,471-7.7% |
| Participant deferral / active EE | $27 | $2,512-98.9% | $3,373-99.2% | $3,740-99.3% |
| Admin fee / account holder | $456 | $4,535-90.0% | $5,960-92.4% | $5,306-91.4% |