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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 | $55,599 | $76,371-27.2% | $93,621-40.6% | $72,976-23.8% |
| Participation rate | 26.7% | 71.8%-45.1pp | 75.8%-49.2pp | 69.5%-42.8pp |
| Annual return | 17.61% | 25.82%-8.2pp | 32.76%-15.1pp | 81.02%-63.4pp |
| Employer contribution / active EE | $646 | $2,276-71.6% | $2,719-76.3% | $2,440-73.5% |
| Participant deferral / active EE | $1,276 | $3,538-63.9% | $4,070-68.7% | $3,608-64.6% |
| Admin fee / account holder | $473 | $6,839-93.1% | $7,890-94.0% | $5,124-90.8% |