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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 | $23,828 | $89,259-73.3% | $107,187-77.8% | $82,637-71.2% |
| Participation rate | 40.0% | 67.9%-27.9pp | 75.0%-35.0pp | 68.1%-28.1pp |
| Annual return | 22.90% | 21.02%+1.9pp | 204.55%-181.6pp | 53.51%-30.6pp |
| Employer contribution / active EE | $1,166 | $3,080-62.2% | $3,782-69.2% | $2,552-54.3% |
| Participant deferral / active EE | $1,625 | $4,037-59.8% | $5,096-68.1% | $4,126-60.6% |
| Admin fee / account holder | $899 | $7,381-87.8% | $9,162-90.2% | $7,339-87.8% |