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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 | $22,449 | $93,589-76.0% | $135,942-83.5% | $75,181-70.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.2pp | 67.2%-0.5pp |
| Annual return | 23.51% | 30.90%-7.4pp | 68.28%-44.8pp | 160.69%-137.2pp |
| Employer contribution / active EE | $1,922 | $3,537-45.7% | $4,858-60.4% | $2,671-28.0% |
| Participant deferral / active EE | $2,231 | $6,405-65.2% | $7,759-71.2% | $4,126-45.9% |
| Admin fee / account holder | $324 | $6,977-95.4% | $10,764-97.0% | $5,650-94.3% |