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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 | $27,552 | $65,395-57.9% | $182,540-84.9% | $72,975-62.2% |
| Participation rate | 43.3% | 65.4%-22.1pp | 78.0%-34.6pp | 69.5%-26.2pp |
| Annual return | 27.34% | 27.68%-0.3pp | 148.58%-121.2pp | 81.01%-53.7pp |
| Employer contribution / active EE | $524 | $1,911-72.6% | $4,076-87.1% | $2,440-78.5% |
| Participant deferral / active EE | $250 | $3,563-93.0% | $5,525-95.5% | $3,608-93.1% |
| Admin fee / account holder | $470 | $4,245-88.9% | $8,593-94.5% | $5,124-90.8% |