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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 | $22,559 | $56,894-60.3% | $84,753-73.4% | $62,881-64.1% |
| Participation rate | 47.4% | 68.5%-21.2pp | 76.6%-29.2pp | 69.3%-21.9pp |
| Annual return | 14.44% | 6.30%+8.1pp | 22.78%-8.3pp | 20.14%-5.7pp |
| Employer contribution / active EE | $550 | $2,400-77.1% | $3,574-84.6% | $2,281-75.9% |
| Participant deferral / active EE | $305 | $2,709-88.7% | $3,712-91.8% | $3,203-90.5% |
| Admin fee / account holder | $470 | $3,581-86.9% | $5,333-91.2% | $4,296-89.1% |