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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 | $27,579 | $59,804-53.9% | $81,982-66.4% | $79,856-65.5% |
| Participation rate | 20.4% | 61.6%-41.3pp | 69.3%-48.9pp | 69.6%-49.3pp |
| Annual return | 18.06% | 17.56%+0.5pp | 41.31%-23.3pp | 31.71%-13.7pp |
| Employer contribution / active EE | $289 | $1,713-83.1% | $2,498-88.4% | $2,471-88.3% |
| Participant deferral / active EE | $373 | $2,695-86.2% | $3,722-90.0% | $3,741-90.0% |
| Admin fee / account holder | $5,182 | $4,288+20.8% | $5,665-8.5% | $5,306-2.3% |