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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 | $21,884 | $57,541-62.0% | $95,728-77.1% | $75,181-70.9% |
| Participation rate | 40.0% | 62.5%-22.5pp | 72.3%-32.3pp | 67.2%-27.2pp |
| Annual return | 16.23% | 34.93%-18.7pp | 28.40%-12.2pp | 160.69%-144.5pp |
| Employer contribution / active EE | $354 | $1,808-80.4% | $2,835-87.5% | $2,671-86.7% |
| Participant deferral / active EE | $752 | $3,074-75.5% | $4,245-82.3% | $4,126-81.8% |
| Admin fee / account holder | $4,042 | $4,099-1.4% | $5,673-28.7% | $5,650-28.5% |