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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 | $27,406 | $64,010-57.2% | $108,359-74.7% | $64,340-57.4% |
| Participation rate | 32.7% | 49.4%-16.6pp | 70.1%-37.4pp | 55.2%-22.5pp |
| Annual return | 17.49% | 19.74%-2.2pp | 36.89%-19.4pp | 24.14%-6.7pp |
| Employer contribution / active EE | $383 | $1,029-62.8% | $2,399-84.0% | $1,862-79.4% |
| Participant deferral / active EE | $716 | $2,395-70.1% | $4,137-82.7% | $2,980-76.0% |
| Admin fee / account holder | $4,525 | $4,885-7.4% | $9,741-53.5% | $3,703+22.2% |