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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 | $25,393 | $54,541-53.4% | $78,778-67.8% | $70,126-63.8% |
| Participation rate | 48.1% | 60.8%-12.7pp | 69.2%-21.1pp | 69.5%-21.4pp |
| Annual return | 19.20% | 21.07%-1.9pp | 35.62%-16.4pp | 73.15%-53.9pp |
| Employer contribution / active EE | $240 | $1,089-77.9% | $1,986-87.9% | $2,343-89.7% |
| Participant deferral / active EE | $584 | $2,210-73.6% | $2,958-80.3% | $3,332-82.5% |
| Admin fee / account holder | $1,994 | $3,709-46.2% | $5,134-61.2% | $4,645-57.1% |