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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 | $24,208 | $84,236-71.3% | $170,439-85.8% | $70,124-65.5% |
| Participation rate | 33.9% | 70.8%-36.9pp | 83.6%-49.7pp | 69.5%-35.6pp |
| Annual return | 13.00% | 23.06%-10.1pp | 205.94%-192.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $412 | $3,387-87.8% | $5,433-92.4% | $2,342-82.4% |
| Participant deferral / active EE | $635 | $3,086-79.4% | $4,939-87.2% | $3,332-81.0% |
| Admin fee / account holder | $1,510 | $5,698-73.5% | $13,881-89.1% | $4,645-67.5% |