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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 | $27,989 | $85,766-67.4% | $136,298-79.5% | $70,126-60.1% |
| Participation rate | 42.3% | 74.2%-31.8pp | 81.9%-39.6pp | 69.5%-27.2pp |
| Annual return | 15.94% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,026 | $2,966-65.4% | $4,696-78.1% | $2,343-56.2% |
| Participant deferral / active EE | $1,761 | $5,051-65.1% | $6,247-71.8% | $3,332-47.1% |
| Admin fee / account holder | $305 | $5,421-94.4% | $9,244-96.7% | $4,645-93.4% |