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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 | $27,149 | $84,233-67.8% | $170,436-84.1% | $70,131-61.3% |
| Participation rate | 60.0% | 70.8%-10.8pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 14.26% | 23.06%-8.8pp | 205.94%-191.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $596 | $3,387-82.4% | $5,433-89.0% | $2,342-74.6% |
| Participant deferral / active EE | $622 | $3,086-79.8% | $4,939-87.4% | $3,332-81.3% |
| Admin fee / account holder | $1,022 | $5,698-82.1% | $13,880-92.6% | $4,645-78.0% |