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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 | $26,687 | $56,054-52.4% | $171,082-84.4% | $62,881-57.6% |
| Participation rate | 40.7% | 62.9%-22.1pp | 76.7%-36.0pp | 69.3%-28.6pp |
| Annual return | 7.28% | 22.52%-15.2pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $272 | $1,731-84.3% | $4,002-93.2% | $2,281-88.1% |
| Participant deferral / active EE | $544 | $3,158-82.8% | $4,797-88.7% | $3,203-83.0% |
| Admin fee / account holder | $4,925 | $3,647+35.0% | $8,520-42.2% | $4,296+14.6% |