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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 | $26,150 | $76,551-65.8% | $123,894-78.9% | $62,881-58.4% |
| Participation rate | 48.3% | 73.0%-24.7pp | 81.4%-33.1pp | 69.3%-21.0pp |
| Annual return | 7.55% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $552 | $2,882-80.9% | $4,617-88.1% | $2,281-75.8% |
| Participant deferral / active EE | $1,166 | $4,840-75.9% | $5,984-80.5% | $3,203-63.6% |
| Admin fee / account holder | $321 | $4,826-93.4% | $8,357-96.2% | $4,296-92.5% |