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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 | $26,287 | $70,435-62.7% | $96,575-72.8% | $85,856-69.4% |
| Participation rate | 34.5% | 61.8%-27.3pp | 69.8%-35.3pp | 69.3%-34.8pp |
| Annual return | 11.28% | 18.59%-7.3pp | 37.79%-26.5pp | 318.58%-307.3pp |
| Employer contribution / active EE | $517 | $1,413-63.4% | $2,357-78.1% | $2,565-79.8% |
| Participant deferral / active EE | $1,163 | $2,894-59.8% | $3,849-69.8% | $3,952-70.6% |
| Admin fee / account holder | $1,102 | $4,997-77.9% | $6,182-82.2% | $6,261-82.4% |