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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 | $27,851 | $85,766-67.5% | $136,298-79.6% | $70,126-60.3% |
| Participation rate | 27.6% | 74.2%-46.5pp | 81.9%-54.3pp | 69.5%-41.9pp |
| Annual return | 22.85% | 31.46%-8.6pp | 5156.27%-5133.4pp | 73.15%-50.3pp |
| Employer contribution / active EE | $802 | $2,966-73.0% | $4,696-82.9% | $2,343-65.8% |
| Participant deferral / active EE | $1,746 | $5,051-65.4% | $6,247-72.0% | $3,332-47.6% |
| Admin fee / account holder | $470 | $5,421-91.3% | $9,244-94.9% | $4,645-89.9% |