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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 | $26,736 | $58,391-54.2% | $76,657-65.1% | $72,975-63.4% |
| Participation rate | 50.0% | 67.4%-17.4pp | 72.1%-22.1pp | 69.5%-19.5pp |
| Annual return | 22.94% | 2306.65%-2283.7pp | 1166.74%-1143.8pp | 81.01%-58.1pp |
| Employer contribution / active EE | $355 | $1,787-80.1% | $2,303-84.6% | $2,440-85.4% |
| Participant deferral / active EE | $827 | $2,690-69.3% | $3,335-75.2% | $3,608-77.1% |
| Admin fee / account holder | $719 | $4,014-82.1% | $6,423-88.8% | $5,124-86.0% |