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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 | $27,643 | $65,364-57.7% | $92,909-70.2% | $72,975-62.1% |
| Participation rate | 42.3% | 68.3%-26.0pp | 76.0%-33.7pp | 69.5%-27.2pp |
| Annual return | 25.79% | 42.11%-16.3pp | 109.44%-83.7pp | 81.01%-55.2pp |
| Employer contribution / active EE | $622 | $2,594-76.0% | $3,653-83.0% | $2,440-74.5% |
| Participant deferral / active EE | $918 | $3,128-70.7% | $4,238-78.3% | $3,608-74.6% |
| Admin fee / account holder | $1,248 | $4,251-70.6% | $5,795-78.5% | $5,124-75.6% |