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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 | $43,960 | $112,729-61.0% | $98,716-55.5% | $137,256-68.0% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.3%-52.6pp | 80.0%-63.3pp |
| Annual return | 20.01% | 38.48%-18.5pp | 31.81%-11.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $656 | $2,725-75.9% | $2,279-71.2% | $4,156-84.2% |
| Participant deferral / active EE | $995 | $4,640-78.6% | $4,048-75.4% | $6,407-84.5% |
| Admin fee / account holder | $725 | $10,129-92.8% | $8,703-91.7% | $12,270-94.1% |