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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 | $22,661 | $62,672-63.8% | $185,117-87.8% | $70,124-67.7% |
| Participation rate | 44.1% | 63.8%-19.7pp | 77.3%-33.1pp | 69.5%-25.4pp |
| Annual return | 14.29% | 40.79%-26.5pp | 40.50%-26.2pp | 73.14%-58.9pp |
| Employer contribution / active EE | $406 | $1,753-76.9% | $4,182-90.3% | $2,342-82.7% |
| Participant deferral / active EE | $631 | $3,272-80.7% | $5,045-87.5% | $3,332-81.1% |
| Admin fee / account holder | $1,865 | $3,932-52.6% | $8,159-77.1% | $4,645-59.9% |