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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 | $29,061 | $106,918-72.8% | $84,021-65.4% | $152,897-81.0% |
| Participation rate | 27.8% | 75.2%-47.5pp | 69.0%-41.2pp | 82.5%-54.7pp |
| Annual return | 22.69% | 105.01%-82.3pp | 71.32%-48.6pp | 345.43%-322.7pp |
| Employer contribution / active EE | $466 | $2,735-83.0% | $1,984-76.5% | $4,764-90.2% |
| Participant deferral / active EE | $473 | $4,012-88.2% | $3,239-85.4% | $5,851-91.9% |
| Admin fee / account holder | $1,888 | $8,288-77.2% | $6,102-69.1% | $11,599-83.7% |