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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 | $20,319 | $53,837-62.3% | $75,714-73.2% | $85,847-76.3% |
| Participation rate | 65.6% | 69.1%-3.5pp | 74.8%-9.3pp | 69.3%-3.7pp |
| Annual return | 27.78% | 24.54%+3.2pp | 104.62%-76.8pp | 318.61%-290.8pp |
| Employer contribution / active EE | $1,270 | $2,017-37.1% | $2,744-53.7% | $2,565-50.5% |
| Participant deferral / active EE | $687 | $2,895-76.3% | $3,820-82.0% | $3,952-82.6% |
| Admin fee / account holder | $3,164 | $3,339-5.2% | $3,619-12.6% | $6,261-49.5% |