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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 | $25,965 | $75,541-65.6% | $152,093-82.9% | $82,637-68.6% |
| Participation rate | 25.5% | 66.5%-41.0pp | 77.8%-52.3pp | 68.1%-42.5pp |
| Annual return | 16.99% | 32.56%-15.6pp | 66.36%-49.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $343 | $2,622-86.9% | $4,175-91.8% | $2,552-86.6% |
| Participant deferral / active EE | $519 | $3,206-83.8% | $5,451-90.5% | $4,126-87.4% |
| Admin fee / account holder | $4,677 | $6,405-27.0% | $14,497-67.7% | $7,339-36.3% |