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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 | $75,541-72.1% | $152,093-86.1% | $82,637-74.5% |
| Participation rate | 59.5% | 66.5%-7.0pp | 77.8%-18.2pp | 68.1%-8.5pp |
| Annual return | 13.44% | 32.56%-19.1pp | 66.36%-52.9pp | 53.51%-40.1pp |
| Employer contribution / active EE | $391 | $2,622-85.1% | $4,175-90.6% | $2,552-84.7% |
| Participant deferral / active EE | $542 | $3,206-83.1% | $5,451-90.1% | $4,126-86.9% |
| Admin fee / account holder | $3,193 | $6,405-50.1% | $14,497-78.0% | $7,339-56.5% |