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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 | $20,768 | $50,972-59.3% | $88,538-76.5% | $72,983-71.5% |
| Participation rate | 22.2% | 63.4%-41.2pp | 68.7%-46.5pp | 69.5%-47.3pp |
| Annual return | 21.72% | 29.62%-7.9pp | 43.64%-21.9pp | 81.01%-59.3pp |
| Employer contribution / active EE | $464 | $1,475-68.6% | $2,098-77.9% | $2,440-81.0% |
| Participant deferral / active EE | $717 | $2,230-67.8% | $2,914-75.4% | $3,608-80.1% |
| Admin fee / account holder | $2,391 | $3,230-26.0% | $4,310-44.5% | $5,124-53.3% |