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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 | $27,741 | $75,541-63.3% | $152,093-81.8% | $82,637-66.4% |
| Participation rate | 16.1% | 66.5%-50.4pp | 77.8%-61.6pp | 68.1%-51.9pp |
| Annual return | 18.45% | 32.56%-14.1pp | 66.36%-47.9pp | 53.51%-35.1pp |
| Employer contribution / active EE | $750 | $2,622-71.4% | $4,175-82.0% | $2,552-70.6% |
| Participant deferral / active EE | $793 | $3,206-75.3% | $5,451-85.5% | $4,126-80.8% |
| Admin fee / account holder | $4,017 | $6,405-37.3% | $14,497-72.3% | $7,339-45.3% |