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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 | $28,160 | $67,602-58.3% | $82,312-65.8% | $70,126-59.8% |
| Participation rate | 58.8% | 72.8%-13.9pp | 76.9%-18.1pp | 69.5%-10.7pp |
| Annual return | 15.09% | 21.57%-6.5pp | 25.88%-10.8pp | 73.15%-58.1pp |
| Employer contribution / active EE | $400 | $1,755-77.2% | $2,428-83.5% | $2,343-82.9% |
| Participant deferral / active EE | $1,231 | $2,987-58.8% | $3,706-66.8% | $3,332-63.0% |
| Admin fee / account holder | $4,944 | $4,512+9.6% | $5,608-11.8% | $4,645+6.4% |