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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 | $22,785 | $72,027-68.4% | $185,861-87.7% | $79,856-71.5% |
| Participation rate | 27.8% | 65.8%-38.0pp | 78.0%-50.3pp | 69.6%-41.9pp |
| Annual return | 15.18% | 23.13%-7.9pp | 35.96%-20.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $758 | $1,965-61.4% | $4,088-81.4% | $2,471-69.3% |
| Participant deferral / active EE | $1,219 | $3,780-67.7% | $5,634-78.4% | $3,741-67.4% |
| Admin fee / account holder | $2,564 | $4,513-43.2% | $9,503-73.0% | $5,306-51.7% |