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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 | $27,338 | $69,977-60.9% | $108,582-74.8% | $62,881-56.5% |
| Participation rate | 54.3% | 72.9%-18.5pp | 79.6%-25.2pp | 69.3%-15.0pp |
| Annual return | 9.42% | 10.73%-1.3pp | -51.70%+61.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $635 | $2,135-70.3% | $3,758-83.1% | $2,281-72.2% |
| Participant deferral / active EE | $1,391 | $3,165-56.0% | $4,311-67.7% | $3,203-56.6% |
| Admin fee / account holder | $764 | $5,076-85.0% | $7,645-90.0% | $4,296-82.2% |