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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 | $21,882 | $63,346-65.5% | $92,240-76.3% | $70,126-68.8% |
| Participation rate | 17.6% | 68.7%-51.0pp | 76.5%-58.8pp | 69.5%-51.9pp |
| Annual return | 27.00% | 530.19%-503.2pp | 176.29%-149.3pp | 73.15%-46.1pp |
| Employer contribution / active EE | $517 | $2,471-79.1% | $3,680-85.9% | $2,343-77.9% |
| Participant deferral / active EE | $953 | $2,854-66.6% | $3,897-75.6% | $3,332-71.4% |
| Admin fee / account holder | $1,502 | $3,841-60.9% | $5,194-71.1% | $4,645-67.7% |