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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 | $50,554-51.6% | $67,681-63.9% | $87,485-72.1% |
| Participation rate | 26.7% | 67.7%-41.1pp | 73.7%-47.1pp | 68.9%-42.3pp |
| Annual return | 16.17% | 17.81%-1.6pp | 590.58%-574.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $801 | $1,988-59.7% | $2,678-70.1% | $2,596-69.1% |
| Participant deferral / active EE | $931 | $2,961-68.6% | $3,976-76.6% | $4,274-78.2% |
| Admin fee / account holder | $4,465 | $4,132+8.0% | $6,100-26.8% | $7,775-42.6% |