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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 | $27,677 | $82,133-66.3% | $147,318-81.2% | $64,097-56.8% |
| Participation rate | 25.3% | 62.3%-37.0pp | 82.1%-56.8pp | 55.2%-29.9pp |
| Annual return | 16.25% | 78.78%-62.5pp | 70.43%-54.2pp | 34.64%-18.4pp |
| Employer contribution / active EE | $379 | $2,872-86.8% | $4,593-91.7% | $1,891-80.0% |
| Participant deferral / active EE | $741 | $5,407-86.3% | $7,906-90.6% | $3,080-75.9% |
| Admin fee / account holder | $2,520 | $3,730-32.4% | $13,708-81.6% | $3,454-27.0% |