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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 | $23,030 | $93,617-75.4% | $135,982-83.1% | $75,177-69.4% |
| Participation rate | 59.4% | 75.2%-15.8pp | 81.9%-22.5pp | 67.2%-7.8pp |
| Annual return | 22.76% | 30.89%-8.1pp | 68.32%-45.6pp | 160.75%-138.0pp |
| Employer contribution / active EE | $795 | $3,538-77.5% | $4,859-83.6% | $2,671-70.2% |
| Participant deferral / active EE | $2,149 | $6,406-66.4% | $7,760-72.3% | $4,126-47.9% |
| Admin fee / account holder | $1,625 | $6,980-76.7% | $10,767-84.9% | $5,651-71.2% |