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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 | $21,245 | $54,541-61.0% | $78,778-73.0% | $70,126-69.7% |
| Participation rate | 23.3% | 60.8%-37.5pp | 69.2%-45.9pp | 69.5%-46.2pp |
| Annual return | 13.44% | 21.07%-7.6pp | 35.62%-22.2pp | 73.15%-59.7pp |
| Employer contribution / active EE | $230 | $1,089-78.9% | $1,986-88.4% | $2,343-90.2% |
| Participant deferral / active EE | $522 | $2,210-76.4% | $2,958-82.4% | $3,332-84.3% |
| Admin fee / account holder | $7,310 | $3,709+97.1% | $5,134+42.4% | $4,645+57.3% |