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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 | $25,459 | $54,757-53.5% | $90,304-71.8% | $72,975-65.1% |
| Participation rate | 38.5% | 65.2%-26.7pp | 73.3%-34.8pp | 69.5%-31.0pp |
| Annual return | 20.62% | 30.63%-10.0pp | 78.13%-57.5pp | 81.01%-60.4pp |
| Employer contribution / active EE | $591 | $2,093-71.8% | $2,855-79.3% | $2,440-75.8% |
| Participant deferral / active EE | $772 | $2,887-73.2% | $3,885-80.1% | $3,608-78.6% |
| Admin fee / account holder | $4,237 | $3,973+6.6% | $5,354-20.9% | $5,124-17.3% |