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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 | $25,488 | $86,050-70.4% | $189,758-86.6% | $94,015-72.9% |
| Participation rate | 58.5% | 68.9%-10.4pp | 79.8%-21.3pp | 70.8%-12.3pp |
| Annual return | 11.93% | 17.77%-5.8pp | 52.62%-40.7pp | 17.84%-5.9pp |
| Employer contribution / active EE | $585 | $2,819-79.2% | $4,767-87.7% | $2,790-79.0% |
| Participant deferral / active EE | $794 | $3,349-76.3% | $5,856-86.4% | $4,249-81.3% |
| Admin fee / account holder | $333 | $6,627-95.0% | $20,388-98.4% | $8,951-96.3% |