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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 | $41,593 | $102,638-59.5% | $81,982-49.3% | $158,982-73.8% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.3%-35.9pp | 82.0%-48.6pp |
| Annual return | 16.92% | 61.05%-44.1pp | 41.31%-24.4pp | 302.99%-286.1pp |
| Employer contribution / active EE | $589 | $3,241-81.8% | $2,498-76.4% | $4,763-87.6% |
| Participant deferral / active EE | $661 | $4,649-85.8% | $3,722-82.2% | $5,983-89.0% |
| Admin fee / account holder | $370 | $8,237-95.5% | $5,665-93.5% | $11,252-96.7% |