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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 | $33,015 | $98,760-66.6% | $149,715-77.9% | $79,858-58.7% |
| Participation rate | 45.7% | 75.8%-30.1pp | 82.5%-36.8pp | 69.6%-23.9pp |
| Annual return | 12.92% | 27.43%-14.5pp | 276.66%-263.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $822 | $3,217-74.4% | $4,645-82.3% | $2,471-66.7% |
| Participant deferral / active EE | $1,721 | $5,681-69.7% | $6,842-74.9% | $3,740-54.0% |
| Admin fee / account holder | $546 | $6,053-91.0% | $9,310-94.1% | $5,306-89.7% |