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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 | $29,900 | $78,707-62.0% | $117,861-74.6% | $70,126-57.4% |
| Participation rate | 68.8% | 73.2%-4.4pp | 79.7%-10.9pp | 69.5%-0.8pp |
| Annual return | 16.91% | 23.30%-6.4pp | 335.11%-318.2pp | 73.15%-56.2pp |
| Employer contribution / active EE | $810 | $2,223-63.6% | $3,786-78.6% | $2,343-65.4% |
| Participant deferral / active EE | $797 | $3,297-75.8% | $4,482-82.2% | $3,332-76.1% |
| Admin fee / account holder | $649 | $5,066-87.2% | $8,021-91.9% | $4,645-86.0% |