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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 | $26,607 | $84,953-68.7% | $163,379-83.7% | $82,637-67.8% |
| Participation rate | 41.5% | 65.9%-24.5pp | 76.8%-35.4pp | 68.1%-26.6pp |
| Annual return | 16.31% | 23.07%-6.8pp | 63.41%-47.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $842 | $2,183-61.4% | $3,752-77.6% | $2,552-67.0% |
| Participant deferral / active EE | $1,322 | $4,326-69.4% | $6,282-78.9% | $4,126-67.9% |
| Admin fee / account holder | $4,120 | $7,921-48.0% | $9,818-58.0% | $7,339-43.9% |