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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 | $21,497 | $85,171-74.8% | $172,752-87.6% | $72,975-70.5% |
| Participation rate | 38.2% | 70.1%-31.9pp | 82.6%-44.5pp | 69.5%-31.3pp |
| Annual return | 17.11% | 27.32%-10.2pp | 802.97%-785.9pp | 81.01%-63.9pp |
| Employer contribution / active EE | $400 | $3,324-88.0% | $5,144-92.2% | $2,440-83.6% |
| Participant deferral / active EE | $849 | $3,260-73.9% | $5,198-83.7% | $3,608-76.5% |
| Admin fee / account holder | $1,025 | $5,880-82.6% | $13,955-92.7% | $5,124-80.0% |