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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 | $34,647 | $48,337-28.3% | $67,560-48.7% | $80,959-57.2% |
| Participation rate | 30.4% | 66.4%-36.0pp | 72.9%-42.5pp | 67.7%-37.2pp |
| Annual return | 12.49% | 18.26%-5.8pp | 3533.50%-3521.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $425 | $2,023-79.0% | $2,737-84.5% | $2,757-84.6% |
| Participant deferral / active EE | $714 | $2,928-75.6% | $4,004-82.2% | $4,300-83.4% |
| Admin fee / account holder | $449 | $3,695-87.9% | $3,994-88.8% | $6,925-93.5% |