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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 | $23,102 | $58,851-60.7% | $115,170-79.9% | $72,983-68.3% |
| Participation rate | 41.1% | 65.5%-24.5pp | 75.9%-34.8pp | 69.5%-28.4pp |
| Annual return | 26.76% | 23.16%+3.6pp | 35.60%-8.8pp | 81.01%-54.3pp |
| Employer contribution / active EE | $631 | $1,798-64.9% | $3,179-80.1% | $2,440-74.1% |
| Participant deferral / active EE | $848 | $2,643-67.9% | $4,169-79.7% | $3,608-76.5% |
| Admin fee / account holder | $400 | $6,370-93.7% | $7,089-94.4% | $5,124-92.2% |