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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 | $26,912 | $67,602-60.2% | $82,312-67.3% | $70,126-61.6% |
| Participation rate | 51.6% | 72.8%-21.2pp | 76.9%-25.3pp | 69.5%-17.9pp |
| Annual return | 20.74% | 21.57%-0.8pp | 25.88%-5.1pp | 73.15%-52.4pp |
| Employer contribution / active EE | $757 | $1,755-56.9% | $2,428-68.8% | $2,343-67.7% |
| Participant deferral / active EE | $1,334 | $2,987-55.3% | $3,706-64.0% | $3,332-60.0% |
| Admin fee / account holder | $3,734 | $4,512-17.2% | $5,608-33.4% | $4,645-19.6% |