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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 | $29,354 | $124,346-76.4% | $111,308-73.6% | $167,536-82.5% |
| Participation rate | 46.2% | 79.6%-33.5pp | 77.3%-31.2pp | 82.1%-36.0pp |
| Annual return | 12.34% | 37.45%-25.1pp | 54.67%-42.3pp | 478.82%-466.5pp |
| Employer contribution / active EE | $814 | $3,437-76.3% | $2,732-70.2% | $4,839-83.2% |
| Participant deferral / active EE | $1,420 | $5,182-72.6% | $4,487-68.3% | $6,342-77.6% |
| Admin fee / account holder | $984 | $10,621-90.7% | $7,965-87.6% | $12,315-92.0% |