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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 | $23,253 | $84,236-72.4% | $170,435-86.4% | $70,126-66.8% |
| Participation rate | 24.4% | 70.8%-46.4pp | 83.6%-59.2pp | 69.5%-45.2pp |
| Annual return | 19.18% | 23.06%-3.9pp | 205.94%-186.8pp | 73.15%-54.0pp |
| Employer contribution / active EE | $500 | $3,387-85.2% | $5,432-90.8% | $2,343-78.7% |
| Participant deferral / active EE | $620 | $3,086-79.9% | $4,939-87.4% | $3,332-81.4% |
| Admin fee / account holder | $1,185 | $5,698-79.2% | $13,881-91.5% | $4,645-74.5% |