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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 | $28,469 | $115,814-75.4% | $101,275-71.9% | $158,982-82.1% |
| Participation rate | 27.8% | 79.4%-51.6pp | 75.8%-48.0pp | 82.0%-54.2pp |
| Annual return | 13.73% | 56.16%-42.4pp | 46.48%-32.8pp | 302.99%-289.3pp |
| Employer contribution / active EE | $750 | $4,176-82.0% | $3,660-79.5% | $4,763-84.3% |
| Participant deferral / active EE | $1,305 | $4,958-73.7% | $4,371-70.1% | $5,983-78.2% |
| Admin fee / account holder | $1,524 | $7,249-79.0% | $5,948-74.4% | $11,252-86.5% |