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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 | $26,921 | $77,638-65.3% | $156,551-82.8% | $62,881-57.2% |
| Participation rate | 18.8% | 71.2%-52.4pp | 84.0%-65.3pp | 69.3%-50.6pp |
| Annual return | 5.35% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $403 | $3,444-88.3% | $5,501-92.7% | $2,281-82.3% |
| Participant deferral / active EE | $504 | $3,046-83.5% | $4,871-89.7% | $3,203-84.3% |
| Admin fee / account holder | $491 | $5,561-91.2% | $13,028-96.2% | $4,296-88.6% |