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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 | $28,192 | $57,073-50.6% | $85,126-66.9% | $80,925-65.2% |
| Participation rate | 23.5% | 56.4%-32.9pp | 67.5%-44.0pp | 67.7%-44.1pp |
| Annual return | 20.58% | 21.69%-1.1pp | 66.63%-46.1pp | 35.65%-15.1pp |
| Employer contribution / active EE | $1,421 | $1,801-21.1% | $2,731-48.0% | $2,756-48.4% |
| Participant deferral / active EE | $693 | $3,113-77.8% | $4,523-84.7% | $4,299-83.9% |
| Admin fee / account holder | $308 | $4,988-93.8% | $6,160-95.0% | $6,940-95.6% |