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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 | $68,586-61.6% | $120,380-78.1% | $80,911-67.5% |
| Participation rate | 51.9% | 61.6%-9.7pp | 71.9%-20.1pp | 67.6%-15.8pp |
| Annual return | 18.62% | 23.62%-5.0pp | 107.28%-88.7pp | 35.63%-17.0pp |
| Employer contribution / active EE | $636 | $2,053-69.0% | $3,465-81.7% | $2,756-76.9% |
| Participant deferral / active EE | $1,063 | $3,174-66.5% | $4,992-78.7% | $4,297-75.3% |
| Admin fee / account holder | $2,226 | $5,733-61.2% | $9,421-76.4% | $6,935-67.9% |