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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 | $25,164 | $60,442-58.4% | $96,754-74.0% | $87,485-71.2% |
| Participation rate | 36.0% | 58.7%-22.7pp | 70.3%-34.3pp | 68.9%-32.9pp |
| Annual return | 21.29% | 21.97%-0.7pp | 82.04%-60.7pp | 26.06%-4.8pp |
| Employer contribution / active EE | $581 | $1,691-65.6% | $2,679-78.3% | $2,596-77.6% |
| Participant deferral / active EE | $741 | $3,280-77.4% | $4,758-84.4% | $4,274-82.7% |
| Admin fee / account holder | $331 | $5,069-93.5% | $8,905-96.3% | $7,775-95.7% |