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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 | $28,082 | $50,972-44.9% | $88,538-68.3% | $72,975-61.5% |
| Participation rate | 27.4% | 63.4%-36.0pp | 68.7%-41.3pp | 69.5%-42.1pp |
| Annual return | 17.72% | 29.62%-11.9pp | 43.64%-25.9pp | 81.01%-63.3pp |
| Employer contribution / active EE | $450 | $1,475-69.5% | $2,098-78.6% | $2,440-81.6% |
| Participant deferral / active EE | $648 | $2,230-70.9% | $2,914-77.8% | $3,608-82.0% |
| Admin fee / account holder | $685 | $3,230-78.8% | $4,310-84.1% | $5,124-86.6% |