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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 | $26,433 | $63,346-58.3% | $92,240-71.3% | $70,126-62.3% |
| Participation rate | 27.1% | 68.7%-41.6pp | 76.5%-49.4pp | 69.5%-42.5pp |
| Annual return | 15.75% | 530.19%-514.4pp | 176.29%-160.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $539 | $2,471-78.2% | $3,680-85.4% | $2,343-77.0% |
| Participant deferral / active EE | $899 | $2,854-68.5% | $3,897-76.9% | $3,332-73.0% |
| Admin fee / account holder | $6,320 | $3,841+64.6% | $5,194+21.7% | $4,645+36.0% |