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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 | $24,155 | $103,392-76.6% | $87,104-72.3% | $152,897-84.2% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 16.11% | 28.10%-12.0pp | 28.19%-12.1pp | 345.43%-329.3pp |
| Employer contribution / active EE | $1,000 | $3,221-69.0% | $2,521-60.3% | $4,764-79.0% |
| Participant deferral / active EE | $1,423 | $4,778-70.2% | $4,048-64.9% | $5,851-75.7% |
| Admin fee / account holder | $1,415 | $12,194-88.4% | $7,491-81.1% | $11,599-87.8% |