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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 | $25,878 | $56,287-54.0% | $80,977-68.0% | $62,881-58.8% |
| Participation rate | 50.8% | 68.9%-18.2pp | 75.8%-25.0pp | 69.3%-18.5pp |
| Annual return | 9.28% | 22.13%-12.9pp | 17.11%-7.8pp | 20.14%-10.9pp |
| Employer contribution / active EE | $413 | $1,943-78.7% | $3,715-88.9% | $2,281-81.9% |
| Participant deferral / active EE | $1,612 | $4,196-61.6% | $5,696-71.7% | $3,203-49.7% |
| Admin fee / account holder | $562 | $3,742-85.0% | $5,517-89.8% | $4,296-86.9% |