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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 | $27,274 | $65,084-58.1% | $67,681-59.7% | $64,340-57.6% |
| Participation rate | 37.9% | 66.7%-28.9pp | 73.7%-35.8pp | 55.2%-17.4pp |
| Annual return | 15.18% | 20.50%-5.3pp | 590.58%-575.4pp | 24.14%-9.0pp |
| Employer contribution / active EE | $758 | $2,398-68.4% | $2,678-71.7% | $1,862-59.3% |
| Participant deferral / active EE | $1,089 | $3,210-66.1% | $3,976-72.6% | $2,980-63.5% |
| Admin fee / account holder | $5,582 | $1,415+294.5% | $6,100-8.5% | $3,703+50.8% |