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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 | $25,907 | $60,349-57.1% | $74,184-65.1% | $62,881-58.8% |
| Participation rate | 45.8% | 72.7%-26.9pp | 76.6%-30.8pp | 69.3%-23.5pp |
| Annual return | 6.11% | 21.38%-15.3pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $605 | $1,680-64.0% | $2,370-74.5% | $2,281-73.5% |
| Participant deferral / active EE | $647 | $2,856-77.3% | $3,550-81.8% | $3,203-79.8% |
| Admin fee / account holder | $2,081 | $4,261-51.2% | $5,586-62.7% | $4,296-51.6% |