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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 | $27,531 | $98,766-72.1% | $149,730-81.6% | $79,852-65.5% |
| Participation rate | 29.0% | 75.8%-46.8pp | 82.5%-53.4pp | 69.6%-40.6pp |
| Annual return | 19.39% | 27.43%-8.0pp | 276.70%-257.3pp | 31.72%-12.3pp |
| Employer contribution / active EE | $955 | $3,217-70.3% | $4,645-79.4% | $2,471-61.3% |
| Participant deferral / active EE | $2,283 | $5,681-59.8% | $6,843-66.6% | $3,740-39.0% |
| Admin fee / account holder | $5,349 | $6,052-11.6% | $9,310-42.5% | $5,306+0.8% |