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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 | $39,128 | $78,707-50.3% | $117,861-66.8% | $70,126-44.2% |
| Participation rate | 30.3% | 73.2%-42.9pp | 79.7%-49.4pp | 69.5%-39.3pp |
| Annual return | 14.95% | 23.30%-8.3pp | 335.11%-320.2pp | 73.15%-58.2pp |
| Employer contribution / active EE | $616 | $2,223-72.3% | $3,786-83.7% | $2,343-73.7% |
| Participant deferral / active EE | $825 | $3,297-75.0% | $4,482-81.6% | $3,332-75.2% |
| Admin fee / account holder | $582 | $5,066-88.5% | $8,021-92.7% | $4,645-87.5% |