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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 | $23,046 | $76,551-69.9% | $123,894-81.4% | $62,881-63.4% |
| Participation rate | 59.4% | 73.0%-13.6pp | 81.4%-22.0pp | 69.3%-9.9pp |
| Annual return | 8.43% | 18.68%-10.2pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $521 | $2,882-81.9% | $4,617-88.7% | $2,281-77.1% |
| Participant deferral / active EE | $1,479 | $4,840-69.4% | $5,984-75.3% | $3,203-53.8% |
| Admin fee / account holder | $4,571 | $4,826-5.3% | $8,357-45.3% | $4,296+6.4% |