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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 | $26,372 | $105,210-74.9% | $159,487-83.5% | $85,851-69.3% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.8%-34.8pp | 69.3%-21.3pp |
| Annual return | 21.53% | 45.08%-23.6pp | 263.71%-242.2pp | 318.63%-297.1pp |
| Employer contribution / active EE | $1,130 | $3,319-66.0% | $4,831-76.6% | $2,565-56.0% |
| Participant deferral / active EE | $1,613 | $5,946-72.9% | $7,354-78.1% | $3,952-59.2% |
| Admin fee / account holder | $3,521 | $6,934-49.2% | $10,804-67.4% | $6,261-43.8% |