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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 | $28,924 | $75,541-61.7% | $152,093-81.0% | $82,637-65.0% |
| Participation rate | 37.1% | 66.5%-29.5pp | 77.8%-40.7pp | 68.1%-31.0pp |
| Annual return | 18.14% | 32.56%-14.4pp | 66.36%-48.2pp | 53.51%-35.4pp |
| Employer contribution / active EE | $617 | $2,622-76.5% | $4,175-85.2% | $2,552-75.8% |
| Participant deferral / active EE | $793 | $3,206-75.3% | $5,451-85.5% | $4,126-80.8% |
| Admin fee / account holder | $1,324 | $6,405-79.3% | $14,497-90.9% | $7,339-82.0% |