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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 | $78,013-67.3% | $178,449-85.7% | $80,911-68.4% |
| Participation rate | 33.7% | 65.7%-32.0pp | 77.1%-43.4pp | 67.6%-34.0pp |
| Annual return | 13.88% | 18.07%-4.2pp | 27.09%-13.2pp | 35.63%-21.7pp |
| Employer contribution / active EE | $1,431 | $2,287-37.4% | $3,951-63.8% | $2,756-48.1% |
| Participant deferral / active EE | $568 | $4,408-87.1% | $6,277-90.9% | $4,297-86.8% |
| Admin fee / account holder | $2,488 | $7,166-65.3% | $10,362-76.0% | $6,935-64.1% |