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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 | $106,524-74.0% | $152,301-81.8% | $87,485-68.3% |
| Participation rate | 28.3% | 75.8%-47.5pp | 82.4%-54.2pp | 68.9%-40.7pp |
| Annual return | 18.43% | 26.89%-8.5pp | 80.50%-62.1pp | 26.06%-7.6pp |
| Employer contribution / active EE | $973 | $3,371-71.1% | $4,624-79.0% | $2,596-62.5% |
| Participant deferral / active EE | $1,207 | $6,525-81.5% | $8,004-84.9% | $4,274-71.7% |
| Admin fee / account holder | $462 | $8,287-94.4% | $14,398-96.8% | $7,775-94.1% |