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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 | $27,537 | $78,520-64.9% | $96,576-71.5% | $82,448-66.6% |
| Participation rate | 43.3% | 77.7%-34.4pp | 81.4%-38.1pp | 68.1%-24.7pp |
| Annual return | 16.06% | 41.30%-25.2pp | 38.47%-22.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $909 | $2,630-65.4% | $3,553-74.4% | $2,551-64.4% |
| Participant deferral / active EE | $1,423 | $6,754-78.9% | $7,956-82.1% | $4,139-65.6% |
| Admin fee / account holder | $474 | $13,455-96.5% | $11,381-95.8% | $7,234-93.5% |