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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 | $22,836 | $68,398-66.6% | $94,664-75.9% | $75,173-69.6% |
| Participation rate | 32.1% | 76.1%-43.9pp | 80.8%-48.7pp | 67.2%-35.1pp |
| Annual return | 20.34% | 616.72%-596.4pp | 156.84%-136.5pp | 160.72%-140.4pp |
| Employer contribution / active EE | $825 | $2,701-69.4% | $3,673-77.5% | $2,671-69.1% |
| Participant deferral / active EE | $1,220 | $6,537-81.3% | $7,417-83.6% | $4,126-70.4% |
| Admin fee / account holder | $5,884 | $5,324+10.5% | $7,222-18.5% | $5,651+4.1% |