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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 | $25,203 | $102,422-75.4% | $147,117-82.9% | $80,959-68.9% |
| Participation rate | 33.8% | 75.9%-42.1pp | 82.2%-48.4pp | 67.7%-33.9pp |
| Annual return | 12.79% | 135.16%-122.4pp | 420.54%-407.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $945 | $3,717-74.6% | $4,932-80.8% | $2,757-65.7% |
| Participant deferral / active EE | $2,004 | $6,652-69.9% | $8,065-75.2% | $4,300-53.4% |
| Admin fee / account holder | $12,053 | $7,953+51.5% | $12,993-7.2% | $6,925+74.0% |