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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 | $21,429 | $84,236-74.6% | $170,435-87.4% | $70,126-69.4% |
| Participation rate | 63.5% | 70.8%-7.3pp | 83.6%-20.1pp | 69.5%-6.0pp |
| Annual return | 13.59% | 23.06%-9.5pp | 205.94%-192.3pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,200 | $3,387-64.6% | $5,432-77.9% | $2,343-48.8% |
| Participant deferral / active EE | $676 | $3,086-78.1% | $4,939-86.3% | $3,332-79.7% |
| Admin fee / account holder | $3,611 | $5,698-36.6% | $13,881-74.0% | $4,645-22.3% |