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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 | $42,378 | $65,395-35.2% | $182,531-76.8% | $72,983-41.9% |
| Participation rate | 25.0% | 65.4%-40.4pp | 78.0%-53.0pp | 69.5%-44.5pp |
| Annual return | 21.84% | 27.68%-5.8pp | 148.57%-126.7pp | 81.01%-59.2pp |
| Employer contribution / active EE | $789 | $1,911-58.7% | $4,075-80.6% | $2,440-67.7% |
| Participant deferral / active EE | $448 | $3,563-87.4% | $5,525-91.9% | $3,608-87.6% |
| Admin fee / account holder | $415 | $4,245-90.2% | $8,593-95.2% | $5,124-91.9% |