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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 | $26,776 | $76,696-65.1% | $96,515-72.3% | $71,511-62.6% |
| Participation rate | 28.1% | 66.6%-38.4pp | 74.3%-46.2pp | 67.9%-39.8pp |
| Annual return | 22.29% | 48.32%-26.0pp | 35.73%-13.4pp | 28.86%-6.6pp |
| Employer contribution / active EE | $845 | $3,032-72.1% | $3,740-77.4% | $2,589-67.4% |
| Participant deferral / active EE | $1,536 | $3,770-59.3% | $4,880-68.5% | $4,291-64.2% |
| Admin fee / account holder | $4,186 | $2,030+106.2% | $6,735-37.8% | $1,588+163.5% |