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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 | $26,990 | $72,486-62.8% | $87,103-69.0% | $72,976-63.0% |
| Participation rate | 46.5% | 72.8%-26.3pp | 76.9%-30.4pp | 69.5%-23.0pp |
| Annual return | 20.45% | 24.46%-4.0pp | 28.19%-7.7pp | 81.02%-60.6pp |
| Employer contribution / active EE | $1,182 | $1,894-37.6% | $2,521-53.1% | $2,440-51.5% |
| Participant deferral / active EE | $468 | $3,270-85.7% | $4,049-88.4% | $3,608-87.0% |
| Admin fee / account holder | $2,579 | $5,055-49.0% | $7,491-65.6% | $5,124-49.7% |