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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 | $28,293 | $87,166-67.5% | $76,735-63.1% | $137,256-79.4% |
| Participation rate | 46.7% | 74.4%-27.7pp | 69.5%-22.8pp | 80.0%-33.3pp |
| Annual return | 17.99% | 26.50%-8.5pp | 29.77%-11.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $715 | $2,904-75.4% | $2,454-70.9% | $4,156-82.8% |
| Participant deferral / active EE | $763 | $4,726-83.8% | $4,088-81.3% | $6,407-88.1% |
| Admin fee / account holder | $473 | $8,403-94.4% | $7,189-93.4% | $12,270-96.1% |