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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 | $76,407-72.4% | $150,298-86.0% | $82,448-74.4% |
| Participation rate | 59.5% | 66.4%-6.9pp | 77.8%-18.2pp | 68.1%-8.5pp |
| Annual return | 13.44% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $391 | $2,614-85.0% | $4,154-90.6% | $2,551-84.7% |
| Participant deferral / active EE | $542 | $3,214-83.2% | $5,453-90.1% | $4,139-86.9% |
| Admin fee / account holder | $3,193 | $6,352-49.7% | $14,116-77.4% | $7,234-55.9% |