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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 | $27,220 | $69,590-60.9% | $136,867-80.1% | $94,015-71.0% |
| Participation rate | 46.0% | 66.3%-20.3pp | 74.5%-28.5pp | 70.8%-24.8pp |
| Annual return | 13.48% | 19.62%-6.1pp | 42.97%-29.5pp | 17.84%-4.4pp |
| Employer contribution / active EE | $692 | $2,396-71.1% | $3,547-80.5% | $2,790-75.2% |
| Participant deferral / active EE | $951 | $3,437-72.3% | $4,924-80.7% | $4,249-77.6% |
| Admin fee / account holder | $3,973 | $8,912-55.4% | $10,340-61.6% | $8,951-55.6% |