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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 | $22,608 | $58,512-61.4% | $84,020-73.1% | $72,983-69.0% |
| Participation rate | 63.3% | 61.2%+2.1pp | 69.0%-5.7pp | 69.5%-6.2pp |
| Annual return | 19.28% | 28.93%-9.7pp | 71.31%-52.0pp | 81.01%-61.7pp |
| Employer contribution / active EE | $455 | $1,163-60.9% | $1,984-77.1% | $2,440-81.3% |
| Participant deferral / active EE | $581 | $2,394-75.7% | $3,239-82.1% | $3,608-83.9% |
| Admin fee / account holder | $395 | $4,569-91.4% | $6,101-93.5% | $5,124-92.3% |