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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 | $25,553 | $81,262-68.6% | $155,602-83.6% | $80,911-68.4% |
| Participation rate | 24.0% | 66.2%-42.2pp | 78.2%-54.2pp | 67.6%-43.6pp |
| Annual return | 22.27% | 33.34%-11.1pp | 64.81%-42.5pp | 35.63%-13.4pp |
| Employer contribution / active EE | $577 | $3,102-81.4% | $4,675-87.7% | $2,756-79.1% |
| Participant deferral / active EE | $583 | $3,451-83.1% | $5,629-89.6% | $4,297-86.4% |
| Admin fee / account holder | $4,731 | $7,992-40.8% | $15,923-70.3% | $6,935-31.8% |