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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 | $31,407 | $89,367-64.9% | $141,191-77.8% | $72,975-57.0% |
| Participation rate | 64.8% | 75.1%-10.3pp | 82.5%-17.7pp | 69.5%-4.7pp |
| Annual return | 21.25% | 111.87%-90.6pp | 71.41%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $983 | $3,115-68.5% | $4,736-79.2% | $2,440-59.7% |
| Participant deferral / active EE | $1,126 | $5,419-79.2% | $6,710-83.2% | $3,608-68.8% |
| Admin fee / account holder | $2,173 | $5,957-63.5% | $10,264-78.8% | $5,124-57.6% |