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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 | $124,980-64.8% | $108,359-59.4% | $154,746-71.6% |
| Participation rate | 16.7% | 75.2%-58.5pp | 70.1%-53.5pp | 80.7%-64.0pp |
| Annual return | 20.01% | 45.00%-25.0pp | 36.89%-16.9pp | 172.34%-152.3pp |
| Employer contribution / active EE | $656 | $2,851-77.0% | $2,399-72.7% | $4,379-85.0% |
| Participant deferral / active EE | $995 | $4,743-79.0% | $4,137-76.0% | $6,730-85.2% |
| Admin fee / account holder | $725 | $11,502-93.7% | $9,741-92.6% | $14,365-95.0% |