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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 | $75,541-71.3% | $152,093-85.7% | $82,637-73.8% |
| Participation rate | 15.5% | 66.5%-51.1pp | 77.8%-62.3pp | 68.1%-52.6pp |
| Annual return | 25.30% | 32.56%-7.3pp | 66.36%-41.1pp | 53.51%-28.2pp |
| Employer contribution / active EE | $452 | $2,622-82.8% | $4,175-89.2% | $2,552-82.3% |
| Participant deferral / active EE | $743 | $3,206-76.8% | $5,451-86.4% | $4,126-82.0% |
| Admin fee / account holder | $803 | $6,405-87.5% | $14,497-94.5% | $7,339-89.1% |