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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 | $28,490 | $51,184-44.3% | $66,439-57.1% | $86,983-67.2% |
| Participation rate | 23.2% | 68.5%-45.3pp | 74.5%-51.3pp | 69.5%-46.3pp |
| Annual return | 13.70% | 17.07%-3.4pp | 757.66%-744.0pp | 25.83%-12.1pp |
| Employer contribution / active EE | $504 | $2,023-75.1% | $2,637-80.9% | $2,584-80.5% |
| Participant deferral / active EE | $870 | $2,927-70.3% | $3,876-77.6% | $4,194-79.3% |
| Admin fee / account holder | $3,659 | $4,154-11.9% | $6,173-40.7% | $7,856-53.4% |