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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 | $25,428 | $61,172-58.4% | $185,851-86.3% | $79,389-68.0% |
| Participation rate | 60.7% | 66.6%-5.9pp | 81.7%-21.0pp | 70.7%-10.0pp |
| Annual return | 12.33% | 19.45%-7.1pp | 122.11%-109.8pp | 116.89%-104.6pp |
| Employer contribution / active EE | $1,328 | $2,321-42.8% | $5,168-74.3% | $2,428-45.3% |
| Participant deferral / active EE | $598 | $2,788-78.6% | $5,569-89.3% | $4,046-85.2% |
| Admin fee / account holder | $333 | $710-53.1% | $16,245-98.0% | $626-46.9% |