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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 | $26,746 | $60,349-55.7% | $74,184-63.9% | $62,881-57.5% |
| Participation rate | 22.6% | 72.7%-50.1pp | 76.6%-54.0pp | 69.3%-46.7pp |
| Annual return | 6.03% | 21.38%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $432 | $1,680-74.3% | $2,370-81.8% | $2,281-81.1% |
| Participant deferral / active EE | $557 | $2,856-80.5% | $3,550-84.3% | $3,203-82.6% |
| Admin fee / account holder | $4,200 | $4,261-1.4% | $5,586-24.8% | $4,296-2.2% |