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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 | $25,286 | $58,512-56.8% | $84,020-69.9% | $72,983-65.4% |
| Participation rate | 56.6% | 61.2%-4.6pp | 69.0%-12.4pp | 69.5%-12.9pp |
| Annual return | 20.99% | 28.93%-7.9pp | 71.31%-50.3pp | 81.01%-60.0pp |
| Employer contribution / active EE | $289 | $1,163-75.2% | $1,984-85.4% | $2,440-88.2% |
| Participant deferral / active EE | $1,007 | $2,394-57.9% | $3,239-68.9% | $3,608-72.1% |
| Admin fee / account holder | $581 | $4,569-87.3% | $6,101-90.5% | $5,124-88.7% |