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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 | $22,103 | $89,532-75.3% | $103,431-78.6% | $80,911-72.7% |
| Participation rate | 58.3% | 76.0%-17.7pp | 80.5%-22.2pp | 67.6%-9.3pp |
| Annual return | 13.60% | 22.80%-9.2pp | 23.92%-10.3pp | 35.63%-22.0pp |
| Employer contribution / active EE | $1,377 | $4,023-65.8% | $4,678-70.6% | $2,756-50.0% |
| Participant deferral / active EE | $1,662 | $5,459-69.6% | $6,625-74.9% | $4,297-61.3% |
| Admin fee / account holder | $469 | $6,774-93.1% | $9,412-95.0% | $6,935-93.2% |