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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 | $20,202 | $96,558-79.1% | $80,977-75.1% | $273,972-92.6% |
| Participation rate | 34.8% | 79.1%-44.3pp | 75.8%-41.0pp | 83.0%-48.2pp |
| Annual return | 5.31% | 15.14%-9.8pp | 17.11%-11.8pp | 41.46%-36.1pp |
| Employer contribution / active EE | $985 | $4,869-79.8% | $3,715-73.5% | $4,869-79.8% |
| Participant deferral / active EE | $1,182 | $6,598-82.1% | $5,696-79.3% | $5,287-77.6% |
| Admin fee / account holder | $5,673 | $7,493-24.3% | $5,517+2.8% | $10,133-44.0% |