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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 | $24,289 | $63,082-61.5% | $81,726-70.3% | $79,856-69.6% |
| Participation rate | 43.3% | 67.5%-24.2pp | 72.0%-28.7pp | 69.6%-26.3pp |
| Annual return | 10.21% | 22.66%-12.4pp | 29.49%-19.3pp | 31.71%-21.5pp |
| Employer contribution / active EE | $435 | $1,795-75.8% | $4,311-89.9% | $2,471-82.4% |
| Participant deferral / active EE | $961 | $2,780-65.4% | $7,108-86.5% | $3,741-74.3% |
| Admin fee / account holder | $4,009 | $4,428-9.5% | $5,160-22.3% | $5,306-24.5% |