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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 | $35,336 | $68,852-48.7% | $120,524-70.7% | $80,925-56.3% |
| Participation rate | 23.0% | 61.6%-38.6pp | 71.9%-48.9pp | 67.7%-44.7pp |
| Annual return | 12.70% | 23.67%-11.0pp | 107.36%-94.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $801 | $2,063-61.2% | $3,469-76.9% | $2,756-70.9% |
| Participant deferral / active EE | $856 | $3,187-73.1% | $4,994-82.8% | $4,299-80.1% |
| Admin fee / account holder | $490 | $5,781-91.5% | $9,440-94.8% | $6,940-92.9% |