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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 | $27,505 | $81,504-66.3% | $102,437-73.1% | $80,959-66.0% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 12.72% | 25.60%-12.9pp | 24.95%-12.2pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,866 | $3,104-7.7% | $3,871-26.0% | $2,757+3.9% |
| Participant deferral / active EE | $721 | $3,871-81.4% | $5,060-85.8% | $4,300-83.2% |
| Admin fee / account holder | $1,456 | $6,719-78.3% | $8,388-82.6% | $6,925-79.0% |