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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 | $32,602 | $106,905-69.5% | $84,020-61.2% | $152,885-78.7% |
| Participation rate | 25.0% | 75.2%-50.2pp | 69.0%-44.0pp | 82.5%-57.5pp |
| Annual return | 24.26% | 105.00%-80.7pp | 71.31%-47.1pp | 345.39%-321.1pp |
| Employer contribution / active EE | $601 | $2,735-78.0% | $1,984-69.7% | $4,763-87.4% |
| Participant deferral / active EE | $830 | $4,012-79.3% | $3,239-74.4% | $5,851-85.8% |
| Admin fee / account holder | $352 | $8,287-95.8% | $6,101-94.2% | $11,598-97.0% |