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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 | $39,123 | $98,776-60.4% | $149,745-73.9% | $79,856-51.0% |
| Participation rate | 25.7% | 75.8%-50.1pp | 82.5%-56.8pp | 69.6%-43.9pp |
| Annual return | 22.92% | 27.38%-4.5pp | 276.72%-253.8pp | 31.71%-8.8pp |
| Employer contribution / active EE | $775 | $3,217-75.9% | $4,646-83.3% | $2,471-68.6% |
| Participant deferral / active EE | $1,543 | $5,681-72.8% | $6,843-77.5% | $3,741-58.7% |
| Admin fee / account holder | $1,089 | $6,053-82.0% | $9,312-88.3% | $5,306-79.5% |