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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 | $27,871 | $61,172-54.4% | $185,851-85.0% | $79,389-64.9% |
| Participation rate | 28.7% | 66.6%-37.9pp | 81.7%-53.0pp | 70.7%-42.0pp |
| Annual return | 12.82% | 19.45%-6.6pp | 122.11%-109.3pp | 116.89%-104.1pp |
| Employer contribution / active EE | $426 | $2,321-81.6% | $5,168-91.8% | $2,428-82.5% |
| Participant deferral / active EE | $868 | $2,788-68.9% | $5,569-84.4% | $4,046-78.5% |
| Admin fee / account holder | $1,550 | $710+118.4% | $16,245-90.5% | $626+147.5% |