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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 | $18,103 | $52,967-65.8% | $172,753-89.5% | $65,186-72.2% |
| Participation rate | 21.1% | 66.2%-45.1pp | 82.6%-61.5pp | 70.2%-49.1pp |
| Annual return | 32.40% | 30.12%+2.3pp | 803.00%-770.6pp | 29.39%+3.0pp |
| Employer contribution / active EE | $517 | $2,190-76.4% | $5,144-89.9% | $2,177-76.2% |
| Participant deferral / active EE | $650 | $2,471-73.7% | $5,198-87.5% | $3,514-81.5% |
| Admin fee / account holder | $345 | $472-27.0% | $13,956-97.5% | $847-59.3% |