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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 | $22,411 | $75,541-70.3% | $152,093-85.3% | $82,637-72.9% |
| Participation rate | 30.8% | 66.5%-35.8pp | 77.8%-47.0pp | 68.1%-37.3pp |
| Annual return | 17.53% | 32.56%-15.0pp | 66.36%-48.8pp | 53.51%-36.0pp |
| Employer contribution / active EE | $373 | $2,622-85.8% | $4,175-91.1% | $2,552-85.4% |
| Participant deferral / active EE | $717 | $3,206-77.6% | $5,451-86.8% | $4,126-82.6% |
| Admin fee / account holder | $2,821 | $6,405-56.0% | $14,497-80.5% | $7,339-61.6% |