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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 | $25,540 | $77,962-67.2% | $178,540-85.7% | $80,935-68.4% |
| Participation rate | 33.7% | 65.7%-32.0pp | 77.1%-43.4pp | 67.7%-34.0pp |
| Annual return | 13.88% | 18.10%-4.2pp | 27.15%-13.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,431 | $2,280-37.2% | $3,953-63.8% | $2,757-48.1% |
| Participant deferral / active EE | $568 | $4,404-87.1% | $6,281-90.9% | $4,299-86.8% |
| Admin fee / account holder | $2,488 | $7,156-65.2% | $10,424-76.1% | $6,924-64.1% |