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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 | $21,497 | $93,064-76.9% | $74,577-71.2% | $273,972-92.2% |
| Participation rate | 36.4% | 74.9%-38.6pp | 68.1%-31.7pp | 83.0%-46.7pp |
| Annual return | 10.54% | 26.18%-15.6pp | 20.47%-9.9pp | 41.46%-30.9pp |
| Employer contribution / active EE | $417 | $3,160-86.8% | $2,525-83.5% | $4,869-91.4% |
| Participant deferral / active EE | $305 | $4,160-92.7% | $3,458-91.2% | $5,287-94.2% |
| Admin fee / account holder | $1,210 | $5,273-77.1% | $4,138-70.8% | $10,133-88.1% |