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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 | $36,023 | $107,421-66.5% | $182,262-80.2% | $94,015-61.7% |
| Participation rate | 25.9% | 77.8%-51.9pp | 84.2%-58.3pp | 70.8%-44.9pp |
| Annual return | 15.90% | 21.32%-5.4pp | 140.60%-124.7pp | 17.84%-1.9pp |
| Employer contribution / active EE | $533 | $3,448-84.6% | $5,046-89.4% | $2,790-80.9% |
| Participant deferral / active EE | $1,244 | $6,558-81.0% | $8,276-85.0% | $4,249-70.7% |
| Admin fee / account holder | $1,249 | $8,692-85.6% | $16,712-92.5% | $8,951-86.1% |