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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 | $25,432 | $106,974-76.2% | $90,796-72.0% | $138,895-81.7% |
| Participation rate | 45.5% | 74.9%-29.4pp | 69.5%-24.0pp | 79.9%-34.5pp |
| Annual return | 11.30% | 20.10%-8.8pp | 19.29%-8.0pp | 145.39%-134.1pp |
| Employer contribution / active EE | $648 | $2,609-75.2% | $2,294-71.8% | $4,194-84.6% |
| Participant deferral / active EE | $766 | $4,455-82.8% | $3,822-79.9% | $6,396-88.0% |
| Admin fee / account holder | $2,166 | $8,626-74.9% | $7,024-69.2% | $12,562-82.8% |