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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 | $57,369 | $105,929-45.8% | $81,716-29.8% | $158,966-63.9% |
| Participation rate | 26.1% | 75.6%-49.5pp | 72.0%-45.9pp | 82.0%-55.9pp |
| Annual return | 10.67% | 38.19%-27.5pp | 29.49%-18.8pp | 302.95%-292.3pp |
| Employer contribution / active EE | $263 | $7,802-96.6% | $4,310-93.9% | $4,762-94.5% |
| Participant deferral / active EE | $634 | $13,007-95.1% | $7,108-91.1% | $5,983-89.4% |
| Admin fee / account holder | $816 | $8,492-90.4% | $5,159-84.2% | $11,250-92.7% |