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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 | $27,233 | $107,666-74.7% | $102,184-73.3% | $154,746-82.4% |
| Participation rate | 57.1% | 83.7%-26.6pp | 82.6%-25.5pp | 80.7%-23.6pp |
| Annual return | 12.04% | 29.33%-17.3pp | 31.58%-19.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,459 | $3,846-36.1% | $3,594-31.6% | $4,379-43.8% |
| Participant deferral / active EE | $2,459 | $8,719-71.8% | $8,309-70.4% | $6,730-63.5% |
| Admin fee / account holder | $2,661 | $12,943-79.4% | $11,609-77.1% | $14,365-81.5% |