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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 | $23,175 | $77,638-70.1% | $156,551-85.2% | $62,881-63.1% |
| Participation rate | 64.4% | 71.2%-6.8pp | 84.0%-19.6pp | 69.3%-4.9pp |
| Annual return | 8.85% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $503 | $3,444-85.4% | $5,501-90.9% | $2,281-78.0% |
| Participant deferral / active EE | $776 | $3,046-74.5% | $4,871-84.1% | $3,203-75.8% |
| Admin fee / account holder | $1,565 | $5,561-71.9% | $13,028-88.0% | $4,296-63.6% |