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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 | $24,801 | $70,684-64.9% | $169,390-85.4% | $75,173-67.0% |
| Participation rate | 31.0% | 64.8%-33.8pp | 77.2%-46.2pp | 67.2%-36.3pp |
| Annual return | 17.41% | 36.38%-19.0pp | 406.07%-388.7pp | 160.72%-143.3pp |
| Employer contribution / active EE | $555 | $2,211-74.9% | $4,013-86.2% | $2,671-79.2% |
| Participant deferral / active EE | $1,292 | $4,310-70.0% | $6,222-79.2% | $4,126-68.7% |
| Admin fee / account holder | $813 | $5,404-85.0% | $9,015-91.0% | $5,651-85.6% |