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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 | $27,569 | $69,590-60.4% | $136,867-79.9% | $94,015-70.7% |
| Participation rate | 45.2% | 66.3%-21.2pp | 74.5%-29.4pp | 70.8%-25.7pp |
| Annual return | 11.76% | 19.62%-7.9pp | 42.97%-31.2pp | 17.84%-6.1pp |
| Employer contribution / active EE | $700 | $2,396-70.8% | $3,547-80.3% | $2,790-74.9% |
| Participant deferral / active EE | $451 | $3,437-86.9% | $4,924-90.8% | $4,249-89.4% |
| Admin fee / account holder | $3,941 | $8,912-55.8% | $10,340-61.9% | $8,951-56.0% |