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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 | $23,121 | $63,365-63.5% | $91,994-74.9% | $72,975-68.3% |
| Participation rate | 37.2% | 72.5%-35.3pp | 78.6%-41.4pp | 69.5%-32.3pp |
| Annual return | 22.69% | 35.35%-12.7pp | 69.04%-46.4pp | 81.01%-58.3pp |
| Employer contribution / active EE | $361 | $2,116-82.9% | $3,453-89.6% | $2,440-85.2% |
| Participant deferral / active EE | $891 | $4,883-81.8% | $5,924-85.0% | $3,608-75.3% |
| Admin fee / account holder | $4,271 | $4,670-8.5% | $7,744-44.8% | $5,124-16.6% |