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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 | $23,084 | $60,349-61.7% | $74,184-68.9% | $62,881-63.3% |
| Participation rate | 23.4% | 72.7%-49.4pp | 76.6%-53.2pp | 69.3%-45.9pp |
| Annual return | 4.86% | 21.38%-16.5pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $555 | $1,680-67.0% | $2,370-76.6% | $2,281-75.7% |
| Participant deferral / active EE | $864 | $2,856-69.8% | $3,550-75.7% | $3,203-73.0% |
| Admin fee / account holder | $2,449 | $4,261-42.5% | $5,586-56.2% | $4,296-43.0% |