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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 | $21,112 | $77,814-72.9% | $158,223-86.7% | $86,983-75.7% |
| Participation rate | 59.5% | 68.4%-8.9pp | 79.2%-19.7pp | 69.5%-10.0pp |
| Annual return | 13.44% | 30.54%-17.1pp | 52.09%-38.6pp | 25.83%-12.4pp |
| Employer contribution / active EE | $391 | $2,592-84.9% | $4,109-90.5% | $2,584-84.9% |
| Participant deferral / active EE | $542 | $3,270-83.4% | $5,467-90.1% | $4,194-87.1% |
| Admin fee / account holder | $3,193 | $5,879-45.7% | $16,047-80.1% | $7,856-59.4% |