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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 | $25,953 | $106,524-75.6% | $152,301-83.0% | $87,485-70.3% |
| Participation rate | 44.7% | 75.8%-31.0pp | 82.4%-37.7pp | 68.9%-24.2pp |
| Annual return | 22.04% | 26.89%-4.8pp | 80.50%-58.5pp | 26.06%-4.0pp |
| Employer contribution / active EE | $1,293 | $3,371-61.7% | $4,624-72.0% | $2,596-50.2% |
| Participant deferral / active EE | $2,427 | $6,525-62.8% | $8,004-69.7% | $4,274-43.2% |
| Admin fee / account holder | $426 | $8,287-94.9% | $14,398-97.0% | $7,775-94.5% |