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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 | $28,945 | $76,564-62.2% | $105,582-72.6% | $94,015-69.2% |
| Participation rate | 19.6% | 65.2%-45.6pp | 71.8%-52.2pp | 70.8%-51.3pp |
| Annual return | 18.05% | 20.69%-2.6pp | 18.61%-0.6pp | 17.84%+0.2pp |
| Employer contribution / active EE | $747 | $1,995-62.6% | $2,984-75.0% | $2,790-73.2% |
| Participant deferral / active EE | $1,209 | $3,320-63.6% | $4,353-72.2% | $4,249-71.6% |
| Admin fee / account holder | $1,680 | $7,129-76.4% | $12,856-86.9% | $8,951-81.2% |