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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 | $24,255 | $105,160-76.9% | $94,679-74.4% | $139,456-82.6% |
| Participation rate | 28.6% | 82.4%-53.8pp | 80.8%-52.3pp | 80.3%-51.8pp |
| Annual return | 16.08% | 38.04%-22.0pp | 156.75%-140.7pp | 373.45%-357.4pp |
| Employer contribution / active EE | $1,011 | $4,107-75.4% | $3,673-72.5% | $4,753-78.7% |
| Participant deferral / active EE | $1,699 | $7,599-77.6% | $7,417-77.1% | $6,711-74.7% |
| Admin fee / account holder | $647 | $8,988-92.8% | $7,233-91.1% | $11,407-94.3% |