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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 | $20,738 | $95,383-78.3% | $185,837-88.8% | $85,856-75.8% |
| Participation rate | 52.8% | 68.8%-16.0pp | 81.7%-28.9pp | 69.3%-16.5pp |
| Annual return | 28.50% | 23.59%+4.9pp | 122.08%-93.6pp | 318.58%-290.1pp |
| Employer contribution / active EE | $757 | $3,313-77.1% | $5,168-85.3% | $2,565-70.5% |
| Participant deferral / active EE | $962 | $3,423-71.9% | $5,568-82.7% | $3,952-75.7% |
| Admin fee / account holder | $1,725 | $7,213-76.1% | $16,241-89.4% | $6,261-72.4% |