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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 | $28,284 | $52,682-46.3% | $78,004-63.7% | $64,097-55.9% |
| Participation rate | 22.2% | 47.7%-25.5pp | 69.4%-47.2pp | 55.2%-33.0pp |
| Annual return | 19.97% | 22.45%-2.5pp | 31.07%-11.1pp | 34.64%-14.7pp |
| Employer contribution / active EE | $390 | $1,323-70.6% | $2,469-84.2% | $1,891-79.4% |
| Participant deferral / active EE | $715 | $2,346-69.5% | $4,092-82.5% | $3,080-76.8% |
| Admin fee / account holder | $1,671 | $5,420-69.2% | $7,578-78.0% | $3,454-51.6% |