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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 | $25,112 | $76,551-67.2% | $123,894-79.7% | $62,881-60.1% |
| Participation rate | 42.2% | 73.0%-30.8pp | 81.4%-39.2pp | 69.3%-27.1pp |
| Annual return | 8.33% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $574 | $2,882-80.1% | $4,617-87.6% | $2,281-74.9% |
| Participant deferral / active EE | $1,283 | $4,840-73.5% | $5,984-78.6% | $3,203-59.9% |
| Admin fee / account holder | $1,799 | $4,826-62.7% | $8,357-78.5% | $4,296-58.1% |