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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 | $23,495 | $87,166-73.0% | $76,735-69.4% | $137,256-82.9% |
| Participation rate | 42.9% | 74.4%-31.5pp | 69.5%-26.6pp | 80.0%-37.1pp |
| Annual return | 16.38% | 26.50%-10.1pp | 29.77%-13.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $965 | $2,904-66.8% | $2,454-60.7% | $4,156-76.8% |
| Participant deferral / active EE | $1,018 | $4,726-78.5% | $4,088-75.1% | $6,407-84.1% |
| Admin fee / account holder | $348 | $8,403-95.9% | $7,189-95.2% | $12,270-97.2% |