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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 | $26,916 | $58,512-54.0% | $84,020-68.0% | $72,983-63.1% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 17.28% | 28.93%-11.6pp | 71.31%-54.0pp | 81.01%-63.7pp |
| Employer contribution / active EE | $570 | $1,163-51.0% | $1,984-71.3% | $2,440-76.6% |
| Participant deferral / active EE | $807 | $2,394-66.3% | $3,239-75.1% | $3,608-77.6% |
| Admin fee / account holder | $2,783 | $4,569-39.1% | $6,101-54.4% | $5,124-45.7% |