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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 | $27,993 | $81,208-65.5% | $98,920-71.7% | $79,856-64.9% |
| Participation rate | 65.5% | 72.5%-7.0pp | 76.0%-10.5pp | 69.6%-4.1pp |
| Annual return | 10.47% | 60.99%-50.5pp | 196.47%-186.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $993 | $1,960-49.3% | $2,689-63.1% | $2,471-59.8% |
| Participant deferral / active EE | $1,162 | $3,265-64.4% | $4,245-72.6% | $3,741-68.9% |
| Admin fee / account holder | $4,950 | $6,013-17.7% | $6,643-25.5% | $5,306-6.7% |