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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 | $28,887 | $117,846-75.5% | $102,434-71.8% | $145,884-80.2% |
| Participation rate | 22.7% | 78.6%-55.9pp | 76.5%-53.8pp | 80.3%-57.6pp |
| Annual return | 16.09% | 31.90%-15.8pp | 29.46%-13.4pp | 551.85%-535.8pp |
| Employer contribution / active EE | $880 | $3,615-75.6% | $3,023-70.9% | $4,662-81.1% |
| Participant deferral / active EE | $1,485 | $5,733-74.1% | $5,055-70.6% | $6,690-77.8% |
| Admin fee / account holder | $1,097 | $13,356-91.8% | $9,462-88.4% | $13,392-91.8% |