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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 | $28,728 | $136,860-79.0% | $120,344-76.1% | $154,746-81.4% |
| Participation rate | 45.5% | 79.9%-34.4pp | 76.7%-31.3pp | 80.7%-35.2pp |
| Annual return | 16.86% | 21.38%-4.5pp | 20.30%-3.4pp | 172.34%-155.5pp |
| Employer contribution / active EE | $965 | $3,533-72.7% | $3,020-68.0% | $4,379-78.0% |
| Participant deferral / active EE | $1,790 | $5,793-69.1% | $5,135-65.1% | $6,730-73.4% |
| Admin fee / account holder | $440 | $15,393-97.1% | $12,742-96.5% | $14,365-96.9% |