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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 | $29,029 | $53,128-45.4% | $86,582-66.5% | $70,126-58.6% |
| Participation rate | 24.6% | 65.3%-40.7pp | 73.5%-48.9pp | 69.5%-44.9pp |
| Annual return | 16.28% | 27.66%-11.4pp | 965.08%-948.8pp | 73.15%-56.9pp |
| Employer contribution / active EE | $334 | $2,068-83.8% | $2,839-88.2% | $2,343-85.7% |
| Participant deferral / active EE | $556 | $2,695-79.4% | $3,609-84.6% | $3,332-83.3% |
| Admin fee / account holder | $921 | $3,584-74.3% | $4,904-81.2% | $4,645-80.2% |