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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 | $25,801 | $78,690-67.2% | $161,489-84.0% | $87,485-70.5% |
| Participation rate | 38.9% | 67.5%-28.6pp | 78.7%-39.8pp | 68.9%-30.0pp |
| Annual return | 16.13% | 32.74%-16.6pp | 89.72%-73.6pp | 26.06%-9.9pp |
| Employer contribution / active EE | $718 | $2,588-72.2% | $4,268-83.2% | $2,596-72.3% |
| Participant deferral / active EE | $941 | $3,311-71.6% | $5,630-83.3% | $4,274-78.0% |
| Admin fee / account holder | $2,296 | $6,724-65.9% | $16,006-85.7% | $7,775-70.5% |