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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 | $12,859 | $54,757-76.5% | $90,300-85.8% | $72,983-82.4% |
| Participation rate | 24.1% | 65.1%-41.0pp | 73.3%-49.1pp | 69.5%-45.3pp |
| Annual return | 29.97% | 30.63%-0.7pp | 78.11%-48.1pp | 81.01%-51.0pp |
| Employer contribution / active EE | $420 | $2,092-79.9% | $2,854-85.3% | $2,440-82.8% |
| Participant deferral / active EE | $555 | $2,887-80.8% | $3,884-85.7% | $3,608-84.6% |
| Admin fee / account holder | $1,195 | $3,972-69.9% | $5,353-77.7% | $5,124-76.7% |