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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 | $27,915 | $117,846-76.3% | $102,434-72.7% | $145,884-80.9% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 22.57% | 31.90%-9.3pp | 29.46%-6.9pp | 551.85%-529.3pp |
| Employer contribution / active EE | $1,226 | $3,615-66.1% | $3,023-59.4% | $4,662-73.7% |
| Participant deferral / active EE | $1,561 | $5,733-72.8% | $5,055-69.1% | $6,690-76.7% |
| Admin fee / account holder | $5,506 | $13,356-58.8% | $9,462-41.8% | $13,392-58.9% |