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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 | $26,316 | $58,851-55.3% | $115,170-77.1% | $72,983-63.9% |
| Participation rate | 28.2% | 65.5%-37.3pp | 75.9%-47.7pp | 69.5%-41.3pp |
| Annual return | 23.80% | 23.16%+0.6pp | 35.60%-11.8pp | 81.01%-57.2pp |
| Employer contribution / active EE | $655 | $1,798-63.6% | $3,179-79.4% | $2,440-73.2% |
| Participant deferral / active EE | $918 | $2,643-65.3% | $4,169-78.0% | $3,608-74.5% |
| Admin fee / account holder | $1,832 | $6,370-71.2% | $7,089-74.2% | $5,124-64.2% |