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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 | $36,221 | $72,071-49.7% | $68,368-47.0% | $137,256-73.6% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 18.88% | 353.14%-334.3pp | 292.57%-273.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $377 | $2,788-86.5% | $2,649-85.8% | $4,156-90.9% |
| Participant deferral / active EE | $418 | $4,410-90.5% | $4,123-89.9% | $6,407-93.5% |
| Admin fee / account holder | $498 | $5,336-90.7% | $5,150-90.3% | $12,270-95.9% |