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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 | $26,674 | $112,131-76.2% | $95,964-72.2% | $158,982-83.2% |
| Participation rate | 46.2% | 79.0%-32.8pp | 77.1%-30.9pp | 82.0%-35.8pp |
| Annual return | 6.62% | 171.19%-164.6pp | 91.64%-85.0pp | 302.99%-296.4pp |
| Employer contribution / active EE | $761 | $3,199-76.2% | $2,541-70.0% | $4,763-84.0% |
| Participant deferral / active EE | $1,355 | $4,784-71.7% | $4,167-67.5% | $5,983-77.3% |
| Admin fee / account holder | $2,390 | $10,136-76.4% | $6,797-64.8% | $11,252-78.8% |