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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 | $21,859 | $77,908-71.9% | $149,696-85.4% | $75,173-70.9% |
| Participation rate | 57.7% | 65.6%-7.9pp | 78.8%-21.1pp | 67.2%-9.5pp |
| Annual return | 14.08% | 31.73%-17.6pp | 134.46%-120.4pp | 160.72%-146.6pp |
| Employer contribution / active EE | $1,647 | $3,138-47.5% | $4,821-65.8% | $2,671-38.3% |
| Participant deferral / active EE | $579 | $3,411-83.0% | $5,682-89.8% | $4,126-86.0% |
| Admin fee / account holder | $660 | $5,950-88.9% | $13,212-95.0% | $5,651-88.3% |