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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 | $26,099 | $84,236-69.0% | $170,435-84.7% | $70,126-62.8% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 15.83% | 23.06%-7.2pp | 205.94%-190.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,796 | $3,387-47.0% | $5,432-66.9% | $2,343-23.4% |
| Participant deferral / active EE | $789 | $3,086-74.4% | $4,939-84.0% | $3,332-76.3% |
| Admin fee / account holder | $927 | $5,698-83.7% | $13,881-93.3% | $4,645-80.0% |