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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 | $21,286 | $85,171-75.0% | $172,753-87.7% | $72,976-70.8% |
| Participation rate | 33.3% | 70.1%-36.7pp | 82.6%-49.3pp | 69.5%-36.2pp |
| Annual return | 25.85% | 27.32%-1.5pp | 803.00%-777.1pp | 81.02%-55.2pp |
| Employer contribution / active EE | $672 | $3,324-79.8% | $5,144-86.9% | $2,440-72.5% |
| Participant deferral / active EE | $869 | $3,260-73.3% | $5,198-83.3% | $3,608-75.9% |
| Admin fee / account holder | $1,298 | $5,880-77.9% | $13,956-90.7% | $5,124-74.7% |