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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 | $25,490 | $62,393-59.1% | $120,580-78.9% | $74,478-65.8% |
| Participation rate | 18.8% | 56.8%-38.0pp | 72.0%-53.2pp | 67.2%-48.4pp |
| Annual return | 12.12% | 18.61%-6.5pp | 107.48%-95.4pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $476 | $1,845-74.2% | $3,469-86.3% | $2,626-81.9% |
| Participant deferral / active EE | $909 | $2,886-68.5% | $4,995-81.8% | $4,350-79.1% |
| Admin fee / account holder | $1,229 | $2,396-48.7% | $9,418-86.9% | $1,946-36.8% |