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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 | $25,869 | $114,013-77.3% | $103,693-75.1% | $155,188-83.3% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.1pp | 80.8%-52.2pp |
| Annual return | 16.93% | 49.31%-32.4pp | 47.61%-30.7pp | 148.84%-131.9pp |
| Employer contribution / active EE | $369 | $3,131-88.2% | $2,920-87.4% | $4,248-91.3% |
| Participant deferral / active EE | $954 | $4,970-80.8% | $4,579-79.2% | $6,531-85.4% |
| Admin fee / account holder | $752 | $8,407-91.1% | $7,858-90.4% | $14,480-94.8% |