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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 | $26,080 | $98,766-73.6% | $149,730-82.6% | $79,852-67.3% |
| Participation rate | 28.1% | 75.8%-47.7pp | 82.5%-54.4pp | 69.6%-41.5pp |
| Annual return | 13.76% | 27.43%-13.7pp | 276.70%-262.9pp | 31.72%-18.0pp |
| Employer contribution / active EE | $676 | $3,217-79.0% | $4,645-85.4% | $2,471-72.6% |
| Participant deferral / active EE | $1,412 | $5,681-75.1% | $6,843-79.4% | $3,740-62.3% |
| Admin fee / account holder | $1,287 | $6,052-78.7% | $9,310-86.2% | $5,306-75.8% |