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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 | $18,672 | $63,082-70.4% | $81,726-77.2% | $79,856-76.6% |
| Participation rate | 38.9% | 67.5%-28.6pp | 72.0%-33.1pp | 69.6%-30.8pp |
| Annual return | 20.26% | 22.66%-2.4pp | 29.49%-9.2pp | 31.71%-11.5pp |
| Employer contribution / active EE | $702 | $1,795-60.9% | $4,311-83.7% | $2,471-71.6% |
| Participant deferral / active EE | $852 | $2,780-69.4% | $7,108-88.0% | $3,741-77.2% |
| Admin fee / account holder | $2,946 | $4,428-33.5% | $5,160-42.9% | $5,306-44.5% |