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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 | $26,289 | $62,672-58.1% | $185,117-85.8% | $70,124-62.5% |
| Participation rate | 32.3% | 63.8%-31.5pp | 77.3%-45.0pp | 69.5%-37.2pp |
| Annual return | 20.98% | 40.79%-19.8pp | 40.50%-19.5pp | 73.14%-52.2pp |
| Employer contribution / active EE | $366 | $1,753-79.2% | $4,182-91.3% | $2,342-84.4% |
| Participant deferral / active EE | $908 | $3,272-72.2% | $5,045-82.0% | $3,332-72.7% |
| Admin fee / account holder | $863 | $3,932-78.0% | $8,159-89.4% | $4,645-81.4% |