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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 | $27,940 | $76,407-63.4% | $150,298-81.4% | $82,448-66.1% |
| Participation rate | 26.5% | 66.4%-39.9pp | 77.8%-51.3pp | 68.1%-41.6pp |
| Annual return | 15.01% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $378 | $2,614-85.5% | $4,154-90.9% | $2,551-85.2% |
| Participant deferral / active EE | $395 | $3,214-87.7% | $5,453-92.8% | $4,139-90.5% |
| Admin fee / account holder | $915 | $6,352-85.6% | $14,116-93.5% | $7,234-87.4% |