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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 | $24,542 | $82,523-70.3% | $115,752-78.8% | $70,126-65.0% |
| Participation rate | 27.6% | 74.0%-46.4pp | 77.8%-50.2pp | 69.5%-42.0pp |
| Annual return | 15.28% | 28.22%-12.9pp | 19.41%-4.1pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,465 | $4,062-63.9% | $5,204-71.8% | $3,332-56.0% |
| Admin fee / account holder | $1,133 | $4,552-75.1% | $6,278-82.0% | $4,645-75.6% |