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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 | $34,492 | $58,927-41.5% | $76,823-55.1% | $72,983-52.7% |
| Participation rate | 34.1% | 67.3%-33.2pp | 72.1%-37.9pp | 69.5%-35.3pp |
| Annual return | 18.98% | 2305.64%-2286.7pp | 1166.42%-1147.4pp | 81.01%-62.0pp |
| Employer contribution / active EE | $614 | $1,787-65.6% | $2,302-73.3% | $2,440-74.8% |
| Participant deferral / active EE | $870 | $2,690-67.7% | $3,336-73.9% | $3,608-75.9% |
| Admin fee / account holder | $4,148 | $4,013+3.4% | $6,422-35.4% | $5,124-19.1% |