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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 | $22,245 | $78,520-71.7% | $96,576-77.0% | $82,448-73.0% |
| Participation rate | 48.1% | 77.7%-29.7pp | 81.4%-33.4pp | 68.1%-20.0pp |
| Annual return | 81.02% | 41.30%+39.7pp | 38.47%+42.6pp | 41.64%+39.4pp |
| Employer contribution / active EE | $732 | $2,630-72.2% | $3,553-79.4% | $2,551-71.3% |
| Participant deferral / active EE | $904 | $6,754-86.6% | $7,956-88.6% | $4,139-78.2% |
| Admin fee / account holder | $4,656 | $13,455-65.4% | $11,381-59.1% | $7,234-35.6% |