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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 | $27,709 | $107,421-74.2% | $182,262-84.8% | $94,015-70.5% |
| Participation rate | 28.3% | 77.8%-49.5pp | 84.2%-56.0pp | 70.8%-42.6pp |
| Annual return | 18.43% | 21.32%-2.9pp | 140.60%-122.2pp | 17.84%+0.6pp |
| Employer contribution / active EE | $973 | $3,448-71.8% | $5,046-80.7% | $2,790-65.1% |
| Participant deferral / active EE | $1,207 | $6,558-81.6% | $8,276-85.4% | $4,249-71.6% |
| Admin fee / account holder | $462 | $8,692-94.7% | $16,712-97.2% | $8,951-94.8% |