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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 | $26,335 | $68,880-61.8% | $120,580-78.2% | $80,959-67.5% |
| Participation rate | 51.9% | 61.7%-9.8pp | 72.0%-20.1pp | 67.7%-15.8pp |
| Annual return | 18.62% | 23.68%-5.1pp | 107.48%-88.9pp | 35.67%-17.1pp |
| Employer contribution / active EE | $636 | $2,066-69.2% | $3,469-81.7% | $2,757-76.9% |
| Participant deferral / active EE | $1,063 | $3,191-66.7% | $4,995-78.7% | $4,300-75.3% |
| Admin fee / account holder | $2,226 | $5,785-61.5% | $9,418-76.4% | $6,925-67.9% |