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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 | $26,048 | $93,589-72.2% | $135,942-80.8% | $75,181-65.4% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | 21.79% | 30.90%-9.1pp | 68.28%-46.5pp | 160.69%-138.9pp |
| Employer contribution / active EE | $939 | $3,537-73.5% | $4,858-80.7% | $2,671-64.8% |
| Participant deferral / active EE | $2,299 | $6,405-64.1% | $7,759-70.4% | $4,126-44.3% |
| Admin fee / account holder | $525 | $6,977-92.5% | $10,764-95.1% | $5,650-90.7% |