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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 | $40,215 | $162,529-75.3% | $130,788-69.3% | $154,746-74.0% |
| Participation rate | 12.5% | 75.9%-63.4pp | 70.1%-57.6pp | 80.7%-68.2pp |
| Annual return | 19.22% | 510.48%-491.3pp | 386.44%-367.2pp | 172.34%-153.1pp |
| Employer contribution / active EE | $827 | $4,447-81.4% | $3,558-76.8% | $4,379-81.1% |
| Participant deferral / active EE | $323 | $4,808-93.3% | $4,137-92.2% | $6,730-95.2% |
| Admin fee / account holder | $4,379 | $7,669-42.9% | $6,673-34.4% | $14,365-69.5% |