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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 | $24,485 | $65,364-62.5% | $92,909-73.6% | $72,975-66.4% |
| Participation rate | 51.4% | 68.3%-16.9pp | 76.0%-24.6pp | 69.5%-18.1pp |
| Annual return | 16.73% | 42.11%-25.4pp | 109.44%-92.7pp | 81.01%-64.3pp |
| Employer contribution / active EE | $803 | $2,594-69.1% | $3,653-78.0% | $2,440-67.1% |
| Participant deferral / active EE | $952 | $3,128-69.6% | $4,238-77.5% | $3,608-73.6% |
| Admin fee / account holder | $424 | $4,251-90.0% | $5,795-92.7% | $5,124-91.7% |