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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 | $29,053 | $78,690-63.1% | $161,489-82.0% | $87,485-66.8% |
| Participation rate | 43.6% | 67.5%-23.9pp | 78.7%-35.1pp | 68.9%-25.3pp |
| Annual return | 15.66% | 32.74%-17.1pp | 89.72%-74.1pp | 26.06%-10.4pp |
| Employer contribution / active EE | $699 | $2,588-73.0% | $4,268-83.6% | $2,596-73.1% |
| Participant deferral / active EE | $865 | $3,311-73.9% | $5,630-84.6% | $4,274-79.8% |
| Admin fee / account holder | $467 | $6,724-93.1% | $16,006-97.1% | $7,775-94.0% |