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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 | $25,965 | $77,814-66.6% | $158,223-83.6% | $86,983-70.1% |
| Participation rate | 25.5% | 68.4%-42.9pp | 79.2%-53.7pp | 69.5%-44.0pp |
| Annual return | 16.99% | 30.54%-13.6pp | 52.09%-35.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $343 | $2,592-86.8% | $4,109-91.7% | $2,584-86.7% |
| Participant deferral / active EE | $519 | $3,270-84.1% | $5,467-90.5% | $4,194-87.6% |
| Admin fee / account holder | $4,677 | $5,879-20.4% | $16,047-70.9% | $7,856-40.5% |