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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 | $31,222 | $98,776-68.4% | $149,745-79.1% | $79,856-60.9% |
| Participation rate | 57.9% | 75.8%-17.9pp | 82.5%-24.6pp | 69.6%-11.7pp |
| Annual return | 15.71% | 27.38%-11.7pp | 276.72%-261.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,289 | $3,217-59.9% | $4,646-72.2% | $2,471-47.8% |
| Participant deferral / active EE | $1,911 | $5,681-66.4% | $6,843-72.1% | $3,741-48.9% |
| Admin fee / account holder | $1,027 | $6,053-83.0% | $9,312-89.0% | $5,306-80.6% |