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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 | $26,666 | $91,179-70.8% | $178,499-85.1% | $79,852-66.6% |
| Participation rate | 62.1% | 69.2%-7.1pp | 81.9%-19.9pp | 69.6%-7.6pp |
| Annual return | 15.51% | 24.19%-8.7pp | 151.10%-135.6pp | 31.72%-16.2pp |
| Employer contribution / active EE | $536 | $3,256-83.5% | $5,011-89.3% | $2,471-78.3% |
| Participant deferral / active EE | $847 | $3,236-73.8% | $5,202-83.7% | $3,740-77.4% |
| Admin fee / account holder | $336 | $6,749-95.0% | $13,986-97.6% | $5,306-93.7% |