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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 | $24,892 | $54,757-54.5% | $90,300-72.4% | $72,983-65.9% |
| Participation rate | 15.6% | 65.1%-49.5pp | 73.3%-57.6pp | 69.5%-53.9pp |
| Annual return | 29.27% | 30.63%-1.4pp | 78.11%-48.8pp | 81.01%-51.7pp |
| Employer contribution / active EE | $423 | $2,092-79.8% | $2,854-85.2% | $2,440-82.6% |
| Participant deferral / active EE | $777 | $2,887-73.1% | $3,884-80.0% | $3,608-78.5% |
| Admin fee / account holder | $803 | $3,972-79.8% | $5,353-85.0% | $5,124-84.3% |