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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 | $40,657 | $78,705-48.3% | $117,857-65.5% | $70,131-42.0% |
| Participation rate | 29.4% | 73.2%-43.8pp | 79.7%-50.3pp | 69.5%-40.1pp |
| Annual return | 16.21% | 23.30%-7.1pp | 335.09%-318.9pp | 73.14%-56.9pp |
| Employer contribution / active EE | $641 | $2,223-71.1% | $3,786-83.1% | $2,342-72.6% |
| Participant deferral / active EE | $969 | $3,297-70.6% | $4,482-78.4% | $3,332-70.9% |
| Admin fee / account holder | $1,191 | $5,065-76.5% | $8,020-85.1% | $4,645-74.4% |