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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 | $21,913 | $70,486-68.9% | $100,528-78.2% | $79,852-72.6% |
| Participation rate | 33.7% | 73.6%-40.0pp | 79.4%-45.7pp | 69.6%-36.0pp |
| Annual return | 17.77% | 21.90%-4.1pp | 30.90%-13.1pp | 31.72%-14.0pp |
| Employer contribution / active EE | $353 | $2,165-83.7% | $3,419-89.7% | $2,471-85.7% |
| Participant deferral / active EE | $851 | $5,182-83.6% | $6,271-86.4% | $3,740-77.3% |
| Admin fee / account holder | $7,399 | $4,480+65.2% | $8,084-8.5% | $5,306+39.4% |