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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 | $15,335 | $45,082-66.0% | $69,464-77.9% | $72,975-79.0% |
| Participation rate | 40.4% | 68.5%-28.1pp | 74.6%-34.2pp | 69.5%-29.1pp |
| Annual return | 19.96% | 22.66%-2.7pp | 28.98%-9.0pp | 81.01%-61.1pp |
| Employer contribution / active EE | $1,379 | $2,055-32.9% | $2,779-50.4% | $2,440-43.5% |
| Participant deferral / active EE | $623 | $2,604-76.1% | $3,536-82.4% | $3,608-82.7% |
| Admin fee / account holder | $1,278 | $3,057-58.2% | $3,840-66.7% | $5,124-75.1% |