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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 | $23,828 | $88,672-73.1% | $105,223-77.4% | $82,448-71.1% |
| Participation rate | 40.0% | 67.9%-27.9pp | 75.0%-35.0pp | 68.1%-28.1pp |
| Annual return | 22.90% | 30.86%-8.0pp | 180.65%-157.7pp | 41.64%-18.7pp |
| Employer contribution / active EE | $1,166 | $3,048-61.8% | $3,689-68.4% | $2,551-54.3% |
| Participant deferral / active EE | $1,625 | $4,036-59.7% | $5,072-68.0% | $4,139-60.7% |
| Admin fee / account holder | $899 | $7,146-87.4% | $8,859-89.9% | $7,234-87.6% |