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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 | $26,208 | $126,661-79.3% | $113,397-76.9% | $138,895-81.1% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.5%-43.2pp | 79.9%-46.6pp |
| Annual return | 15.88% | 25.05%-9.2pp | 23.20%-7.3pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,352 | $3,456-60.9% | $2,977-54.6% | $4,194-67.8% |
| Participant deferral / active EE | $1,667 | $5,693-70.7% | $5,076-67.2% | $6,396-73.9% |
| Admin fee / account holder | $3,840 | $14,549-73.6% | $11,957-67.9% | $12,562-69.4% |