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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 | $21,733 | $63,365-65.7% | $91,994-76.4% | $72,976-70.2% |
| Participation rate | 55.6% | 72.5%-17.0pp | 78.6%-23.1pp | 69.5%-13.9pp |
| Annual return | 21.41% | 35.35%-13.9pp | 69.04%-47.6pp | 81.02%-59.6pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $764 | $4,883-84.4% | $5,924-87.1% | $3,608-78.8% |
| Admin fee / account holder | $5,377 | $4,670+15.2% | $7,744-30.6% | $5,124+4.9% |