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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 | $31,891 | $80,674-60.5% | $119,126-73.2% | $64,340-50.4% |
| Participation rate | 34.1% | 55.2%-21.1pp | 75.8%-41.7pp | 55.2%-21.2pp |
| Annual return | 18.80% | 26.86%-8.1pp | 282.11%-263.3pp | 24.14%-5.3pp |
| Employer contribution / active EE | $552 | $2,564-78.5% | $4,034-86.3% | $1,862-70.3% |
| Participant deferral / active EE | $957 | $3,053-68.7% | $5,318-82.0% | $2,980-67.9% |
| Admin fee / account holder | $824 | $4,559-81.9% | $10,693-92.3% | $3,703-77.8% |