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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 | $24,444 | $51,184-52.2% | $66,439-63.2% | $86,983-71.9% |
| Participation rate | 26.7% | 68.5%-41.8pp | 74.5%-47.8pp | 69.5%-42.9pp |
| Annual return | 16.17% | 17.07%-0.9pp | 757.66%-741.5pp | 25.83%-9.7pp |
| Employer contribution / active EE | $801 | $2,023-60.4% | $2,637-69.6% | $2,584-69.0% |
| Participant deferral / active EE | $931 | $2,927-68.2% | $3,876-76.0% | $4,194-77.8% |
| Admin fee / account holder | $4,465 | $4,154+7.5% | $6,173-27.7% | $7,856-43.2% |