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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 | $106,749-74.0% | $145,433-80.9% | $82,448-66.4% |
| Participation rate | 28.3% | 75.6%-47.4pp | 82.1%-53.9pp | 68.1%-39.8pp |
| Annual return | 18.43% | 27.59%-9.2pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $973 | $3,444-71.7% | $4,554-78.6% | $2,551-61.8% |
| Participant deferral / active EE | $1,207 | $6,519-81.5% | $7,897-84.7% | $4,139-70.8% |
| Admin fee / account holder | $462 | $8,390-94.5% | $13,129-96.5% | $7,234-93.6% |