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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 | $25,788 | $93,598-72.4% | $135,974-81.0% | $75,173-65.7% |
| Participation rate | 26.3% | 75.2%-48.9pp | 81.9%-55.6pp | 67.2%-40.9pp |
| Annual return | 16.86% | 30.89%-14.0pp | 68.30%-51.4pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,277 | $3,538-63.9% | $4,859-73.7% | $2,671-52.2% |
| Participant deferral / active EE | $2,255 | $6,405-64.8% | $7,760-70.9% | $4,126-45.4% |
| Admin fee / account holder | $345 | $6,978-95.1% | $10,767-96.8% | $5,651-93.9% |