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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 | $21,618 | $99,875-78.4% | $146,866-85.3% | $86,983-75.1% |
| Participation rate | 30.3% | 75.8%-45.5pp | 82.5%-52.2pp | 69.5%-39.2pp |
| Annual return | 42.73% | 28.10%+14.6pp | 102.85%-60.1pp | 25.83%+16.9pp |
| Employer contribution / active EE | $760 | $3,224-76.4% | $4,425-82.8% | $2,584-70.6% |
| Participant deferral / active EE | $1,096 | $6,322-82.7% | $7,759-85.9% | $4,194-73.9% |
| Admin fee / account holder | $1,992 | $7,838-74.6% | $13,620-85.4% | $7,856-74.6% |