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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 | $25,778 | $85,766-69.9% | $136,298-81.1% | $70,126-63.2% |
| Participation rate | 60.5% | 74.2%-13.7pp | 81.9%-21.5pp | 69.5%-9.1pp |
| Annual return | 17.64% | 31.46%-13.8pp | 5156.27%-5138.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $977 | $2,966-67.1% | $4,696-79.2% | $2,343-58.3% |
| Participant deferral / active EE | $1,513 | $5,051-70.0% | $6,247-75.8% | $3,332-54.6% |
| Admin fee / account holder | $3,179 | $5,421-41.4% | $9,244-65.6% | $4,645-31.6% |