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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 | $22,858 | $100,901-77.3% | $75,501-69.7% | $147,586-84.5% |
| Participation rate | 63.6% | 77.1%-13.5pp | 72.4%-8.7pp | 82.8%-19.2pp |
| Annual return | 12.54% | 35.78%-23.2pp | 27.35%-14.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $600 | $3,253-81.6% | $2,352-74.5% | $4,876-87.7% |
| Participant deferral / active EE | $600 | $4,027-85.1% | $3,142-80.9% | $5,439-89.0% |
| Admin fee / account holder | $1,255 | $11,285-88.9% | $5,801-78.4% | $10,886-88.5% |