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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 | $23,496 | $116,190-79.8% | $93,614-74.9% | $152,885-84.6% |
| Participation rate | 60.0% | 78.0%-18.0pp | 75.8%-15.8pp | 82.5%-22.5pp |
| Annual return | 19.26% | 35.96%-16.7pp | 32.76%-13.5pp | 345.39%-326.1pp |
| Employer contribution / active EE | $582 | $3,219-81.9% | $2,718-78.6% | $4,763-87.8% |
| Participant deferral / active EE | $885 | $4,604-80.8% | $4,069-78.2% | $5,851-84.9% |
| Admin fee / account holder | $459 | $10,749-95.7% | $7,889-94.2% | $11,598-96.0% |