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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 | $22,861 | $45,079-49.3% | $69,461-67.1% | $72,983-68.7% |
| Participation rate | 24.5% | 68.5%-44.0pp | 74.6%-50.1pp | 69.5%-45.0pp |
| Annual return | 11.30% | 22.65%-11.4pp | 28.97%-17.7pp | 81.01%-69.7pp |
| Employer contribution / active EE | $495 | $2,055-75.9% | $2,779-82.2% | $2,440-79.7% |
| Participant deferral / active EE | $698 | $2,603-73.2% | $3,536-80.2% | $3,608-80.6% |
| Admin fee / account holder | $501 | $3,056-83.6% | $3,840-87.0% | $5,124-90.2% |