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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 | $18,794 | $51,045-63.2% | $70,525-73.4% | $71,476-73.7% |
| Participation rate | 22.0% | 59.4%-37.4pp | 68.4%-46.3pp | 67.9%-45.9pp |
| Annual return | 19.19% | 42.63%-23.4pp | 32.76%-13.6pp | 28.85%-9.7pp |
| Employer contribution / active EE | $489 | $1,790-72.7% | $2,974-83.6% | $2,589-81.1% |
| Participant deferral / active EE | $833 | $3,026-72.5% | $4,567-81.8% | $4,290-80.6% |
| Admin fee / account holder | $802 | $1,994-59.8% | $6,413-87.5% | $1,587-49.5% |