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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 | $22,356 | $77,449-71.1% | $69,483-67.8% | $152,909-85.4% |
| Participation rate | 45.5% | 78.1%-32.6pp | 74.6%-29.1pp | 82.5%-37.0pp |
| Annual return | 16.20% | 39.09%-22.9pp | 28.99%-12.8pp | 345.46%-329.3pp |
| Employer contribution / active EE | $2,600 | $3,316-21.6% | $2,780-6.5% | $4,764-45.4% |
| Participant deferral / active EE | $655 | $4,415-85.2% | $3,537-81.5% | $5,851-88.8% |
| Admin fee / account holder | $23,005 | $6,210+270.4% | $3,841+498.9% | $11,601+98.3% |