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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 | $28,763 | $70,486-59.2% | $100,528-71.4% | $79,852-64.0% |
| Participation rate | 61.7% | 73.6%-11.9pp | 79.4%-17.7pp | 69.6%-7.9pp |
| Annual return | 25.90% | 21.90%+4.0pp | 30.90%-5.0pp | 31.72%-5.8pp |
| Employer contribution / active EE | $257 | $2,165-88.1% | $3,419-92.5% | $2,471-89.6% |
| Participant deferral / active EE | $1,663 | $5,182-67.9% | $6,271-73.5% | $3,740-55.5% |
| Admin fee / account holder | $3,629 | $4,480-19.0% | $8,084-55.1% | $5,306-31.6% |