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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 | $86,050-69.8% | $189,758-86.3% | $94,015-72.3% |
| Participation rate | 36.2% | 68.9%-32.7pp | 79.8%-43.6pp | 70.8%-34.7pp |
| Annual return | 13.74% | 17.77%-4.0pp | 52.62%-38.9pp | 17.84%-4.1pp |
| Employer contribution / active EE | $764 | $2,819-72.9% | $4,767-84.0% | $2,790-72.6% |
| Participant deferral / active EE | $774 | $3,349-76.9% | $5,856-86.8% | $4,249-81.8% |
| Admin fee / account holder | $2,121 | $6,627-68.0% | $20,388-89.6% | $8,951-76.3% |