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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 | $28,207 | $67,602-58.3% | $82,312-65.7% | $70,126-59.8% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 18.01% | 21.57%-3.6pp | 25.88%-7.9pp | 73.15%-55.1pp |
| Employer contribution / active EE | $368 | $1,755-79.0% | $2,428-84.8% | $2,343-84.3% |
| Participant deferral / active EE | $888 | $2,987-70.3% | $3,706-76.0% | $3,332-73.4% |
| Admin fee / account holder | $3,161 | $4,512-29.9% | $5,608-43.6% | $4,645-32.0% |