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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 | $26,726 | $60,349-55.7% | $74,184-64.0% | $62,881-57.5% |
| Participation rate | 41.9% | 72.7%-30.9pp | 76.6%-34.8pp | 69.3%-27.4pp |
| Annual return | 8.03% | 21.38%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $730 | $1,680-56.6% | $2,370-69.2% | $2,281-68.0% |
| Participant deferral / active EE | $1,227 | $2,856-57.0% | $3,550-65.4% | $3,203-61.7% |
| Admin fee / account holder | $910 | $4,261-78.6% | $5,586-83.7% | $4,296-78.8% |