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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 | $27,255 | $106,905-74.5% | $84,020-67.6% | $152,885-82.2% |
| Participation rate | 52.4% | 75.2%-22.9pp | 69.0%-16.6pp | 82.5%-30.1pp |
| Annual return | 18.51% | 105.00%-86.5pp | 71.31%-52.8pp | 345.39%-326.9pp |
| Employer contribution / active EE | $461 | $2,735-83.1% | $1,984-76.7% | $4,763-90.3% |
| Participant deferral / active EE | $580 | $4,012-85.5% | $3,239-82.1% | $5,851-90.1% |
| Admin fee / account holder | $369 | $8,287-95.5% | $6,101-94.0% | $11,598-96.8% |