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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 | $26,028 | $76,407-65.9% | $150,298-82.7% | $82,448-68.4% |
| Participation rate | 36.2% | 66.4%-30.2pp | 77.8%-41.6pp | 68.1%-31.9pp |
| Annual return | 13.74% | 39.99%-26.3pp | 62.79%-49.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $764 | $2,614-70.8% | $4,154-81.6% | $2,551-70.1% |
| Participant deferral / active EE | $774 | $3,214-75.9% | $5,453-85.8% | $4,139-81.3% |
| Admin fee / account holder | $2,121 | $6,352-66.6% | $14,116-85.0% | $7,234-70.7% |