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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 | $25,760 | $98,240-73.8% | $82,312-68.7% | $147,586-82.5% |
| Participation rate | 46.7% | 79.7%-33.1pp | 76.9%-30.2pp | 82.8%-36.2pp |
| Annual return | 10.93% | 30.85%-19.9pp | 25.88%-14.9pp | 578.59%-567.7pp |
| Employer contribution / active EE | $698 | $3,192-78.1% | $2,428-71.2% | $4,876-85.7% |
| Participant deferral / active EE | $604 | $4,383-86.2% | $3,706-83.7% | $5,439-88.9% |
| Admin fee / account holder | $1,966 | $8,563-77.0% | $5,608-65.0% | $10,886-81.9% |