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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 | $24,265 | $84,236-71.2% | $170,435-85.8% | $70,126-65.4% |
| Participation rate | 30.0% | 70.8%-40.8pp | 83.6%-53.6pp | 69.5%-39.5pp |
| Annual return | 12.22% | 23.06%-10.8pp | 205.94%-193.7pp | 73.15%-60.9pp |
| Employer contribution / active EE | $383 | $3,387-88.7% | $5,432-92.9% | $2,343-83.6% |
| Participant deferral / active EE | $398 | $3,086-87.1% | $4,939-92.0% | $3,332-88.1% |
| Admin fee / account holder | $6,452 | $5,698+13.2% | $13,881-53.5% | $4,645+38.9% |