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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 | $21,590 | $99,875-78.4% | $146,866-85.3% | $86,983-75.2% |
| Participation rate | 43.8% | 75.8%-32.1pp | 82.5%-38.8pp | 69.5%-25.8pp |
| Annual return | 27.17% | 28.10%-0.9pp | 102.85%-75.7pp | 25.83%+1.3pp |
| Employer contribution / active EE | $658 | $3,224-79.6% | $4,425-85.1% | $2,584-74.5% |
| Participant deferral / active EE | $906 | $6,322-85.7% | $7,759-88.3% | $4,194-78.4% |
| Admin fee / account holder | $5,569 | $7,838-28.9% | $13,620-59.1% | $7,856-29.1% |