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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 | $22,067 | $51,202-56.9% | $70,548-68.7% | $75,181-70.6% |
| Participation rate | 40.0% | 61.0%-21.0pp | 68.3%-28.3pp | 67.2%-27.2pp |
| Annual return | 14.86% | 30.05%-15.2pp | 32.78%-17.9pp | 160.69%-145.8pp |
| Employer contribution / active EE | $516 | $1,827-71.8% | $2,975-82.7% | $2,671-80.7% |
| Participant deferral / active EE | $770 | $2,850-73.0% | $4,567-83.1% | $4,126-81.3% |
| Admin fee / account holder | $3,181 | $4,094-22.3% | $6,424-50.5% | $5,650-43.7% |