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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 | $28,942 | $95,406-69.7% | $185,849-84.4% | $85,847-66.3% |
| Participation rate | 30.7% | 68.8%-38.1pp | 81.7%-51.0pp | 69.3%-38.7pp |
| Annual return | 26.25% | 23.59%+2.7pp | 122.10%-95.8pp | 318.61%-292.4pp |
| Employer contribution / active EE | $482 | $3,314-85.5% | $5,169-90.7% | $2,565-81.2% |
| Participant deferral / active EE | $710 | $3,424-79.3% | $5,569-87.3% | $3,952-82.0% |
| Admin fee / account holder | $2,165 | $7,214-70.0% | $16,244-86.7% | $6,261-65.4% |