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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 | $25,528 | $99,875-74.4% | $146,866-82.6% | $86,983-70.7% |
| Participation rate | 24.5% | 75.8%-51.3pp | 82.5%-58.0pp | 69.5%-45.1pp |
| Annual return | 17.39% | 28.10%-10.7pp | 102.85%-85.5pp | 25.83%-8.4pp |
| Employer contribution / active EE | $427 | $3,224-86.8% | $4,425-90.3% | $2,584-83.5% |
| Participant deferral / active EE | $760 | $6,322-88.0% | $7,759-90.2% | $4,194-81.9% |
| Admin fee / account holder | $3,418 | $7,838-56.4% | $13,620-74.9% | $7,856-56.5% |