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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 | $25,784 | $50,860-49.3% | $155,574-83.4% | $77,714-66.8% |
| Participation rate | 14.4% | 63.1%-48.7pp | 78.2%-63.8pp | 70.6%-56.2pp |
| Annual return | 25.80% | 34.86%-9.1pp | 64.87%-39.1pp | 31.26%-5.5pp |
| Employer contribution / active EE | $390 | $1,991-80.4% | $4,676-91.7% | $2,727-85.7% |
| Participant deferral / active EE | $832 | $2,825-70.6% | $5,629-85.2% | $4,649-82.1% |
| Admin fee / account holder | $3,364 | $436+670.7% | $15,914-78.9% | $433+676.4% |