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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 | $69,444-58.3% | $92,985-68.9% | $87,485-66.9% |
| Participation rate | 19.6% | 63.3%-43.7pp | 69.5%-49.9pp | 68.9%-49.4pp |
| Annual return | 18.05% | 23.85%-5.8pp | 27.99%-9.9pp | 26.06%-8.0pp |
| Employer contribution / active EE | $747 | $1,917-61.0% | $2,662-71.9% | $2,596-71.2% |
| Participant deferral / active EE | $1,209 | $3,364-64.1% | $4,377-72.4% | $4,274-71.7% |
| Admin fee / account holder | $1,680 | $6,137-72.6% | $9,463-82.3% | $7,775-78.4% |