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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 | $27,462 | $72,486-62.1% | $87,103-68.5% | $72,976-62.4% |
| Participation rate | 67.6% | 72.8%-5.2pp | 76.9%-9.3pp | 69.5%-1.9pp |
| Annual return | 21.03% | 24.46%-3.4pp | 28.19%-7.2pp | 81.02%-60.0pp |
| Employer contribution / active EE | $617 | $1,894-67.4% | $2,521-75.5% | $2,440-74.7% |
| Participant deferral / active EE | $1,212 | $3,270-62.9% | $4,049-70.1% | $3,608-66.4% |
| Admin fee / account holder | $356 | $5,055-93.0% | $7,491-95.2% | $5,124-93.1% |