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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 | $20,844 | $76,407-72.7% | $150,298-86.1% | $82,448-74.7% |
| Participation rate | 26.3% | 66.4%-40.1pp | 77.8%-51.4pp | 68.1%-41.8pp |
| Annual return | 24.61% | 39.99%-15.4pp | 62.79%-38.2pp | 41.64%-17.0pp |
| Employer contribution / active EE | $407 | $2,614-84.4% | $4,154-90.2% | $2,551-84.0% |
| Participant deferral / active EE | $768 | $3,214-76.1% | $5,453-85.9% | $4,139-81.5% |
| Admin fee / account holder | $812 | $6,352-87.2% | $14,116-94.2% | $7,234-88.8% |