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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 | $28,525 | $73,107-61.0% | $114,563-75.1% | $87,485-67.4% |
| Participation rate | 22.0% | 65.8%-43.8pp | 72.9%-50.9pp | 68.9%-46.9pp |
| Annual return | 20.83% | 19.47%+1.4pp | 241.09%-220.3pp | 26.06%-5.2pp |
| Employer contribution / active EE | $569 | $1,881-69.7% | $2,592-78.0% | $2,596-78.1% |
| Participant deferral / active EE | $949 | $3,144-69.8% | $4,142-77.1% | $4,274-77.8% |
| Admin fee / account holder | $339 | $5,770-94.1% | $7,623-95.6% | $7,775-95.6% |