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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 | $24,864 | $77,908-68.1% | $149,696-83.4% | $75,173-66.9% |
| Participation rate | 26.5% | 65.6%-39.1pp | 78.8%-52.3pp | 67.2%-40.7pp |
| Annual return | 22.51% | 31.73%-9.2pp | 134.46%-112.0pp | 160.72%-138.2pp |
| Employer contribution / active EE | $389 | $3,138-87.6% | $4,821-91.9% | $2,671-85.5% |
| Participant deferral / active EE | $858 | $3,411-74.9% | $5,682-84.9% | $4,126-79.2% |
| Admin fee / account holder | $1,068 | $5,950-82.1% | $13,212-91.9% | $5,651-81.1% |