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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 | $25,159 | $149,741-83.2% | $118,914-78.8% | $158,982-84.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 15.84% | 19.94%-4.1pp | 35.89%-20.0pp | 302.99%-287.2pp |
| Employer contribution / active EE | $880 | $4,119-78.6% | $3,264-73.1% | $4,763-81.5% |
| Participant deferral / active EE | $1,267 | $5,226-75.8% | $4,266-70.3% | $5,983-78.8% |
| Admin fee / account holder | $2,527 | $8,607-70.6% | $6,582-61.6% | $11,252-77.5% |