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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 | $27,764 | $78,690-64.7% | $161,489-82.8% | $87,485-68.3% |
| Participation rate | 22.6% | 67.5%-44.9pp | 78.7%-56.1pp | 68.9%-46.4pp |
| Annual return | 13.71% | 32.74%-19.0pp | 89.72%-76.0pp | 26.06%-12.4pp |
| Employer contribution / active EE | $419 | $2,588-83.8% | $4,268-90.2% | $2,596-83.9% |
| Participant deferral / active EE | $862 | $3,311-74.0% | $5,630-84.7% | $4,274-79.8% |
| Admin fee / account holder | $5,553 | $6,724-17.4% | $16,006-65.3% | $7,775-28.6% |