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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 | $22,909 | $64,324-64.4% | $118,946-80.7% | $79,852-71.3% |
| Participation rate | 51.9% | 64.9%-13.0pp | 75.4%-23.5pp | 69.6%-17.8pp |
| Annual return | 14.60% | 86.45%-71.9pp | 35.89%-21.3pp | 31.72%-17.1pp |
| Employer contribution / active EE | $838 | $1,836-54.4% | $3,263-74.3% | $2,471-66.1% |
| Participant deferral / active EE | $962 | $2,824-65.9% | $4,266-77.5% | $3,740-74.3% |
| Admin fee / account holder | $830 | $4,040-79.5% | $6,581-87.4% | $5,306-84.4% |