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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 | $21,681 | $76,407-71.6% | $150,298-85.6% | $82,448-73.7% |
| Participation rate | 15.5% | 66.4%-50.9pp | 77.8%-62.3pp | 68.1%-52.6pp |
| Annual return | 25.30% | 39.99%-14.7pp | 62.79%-37.5pp | 41.64%-16.3pp |
| Employer contribution / active EE | $452 | $2,614-82.7% | $4,154-89.1% | $2,551-82.3% |
| Participant deferral / active EE | $743 | $3,214-76.9% | $5,453-86.4% | $4,139-82.1% |
| Admin fee / account holder | $803 | $6,352-87.4% | $14,116-94.3% | $7,234-88.9% |