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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 | $106,864-74.1% | $147,318-81.2% | $82,637-66.5% |
| Participation rate | 28.3% | 75.5%-47.2pp | 82.1%-53.8pp | 68.1%-39.8pp |
| Annual return | 18.43% | 27.49%-9.1pp | 70.43%-52.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $973 | $3,417-71.5% | $4,593-78.8% | $2,552-61.9% |
| Participant deferral / active EE | $1,207 | $6,496-81.4% | $7,906-84.7% | $4,126-70.7% |
| Admin fee / account holder | $462 | $8,415-94.5% | $13,708-96.6% | $7,339-93.7% |