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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 | $21,840 | $54,541-60.0% | $78,778-72.3% | $70,126-68.9% |
| Participation rate | 56.3% | 60.8%-4.5pp | 69.2%-12.9pp | 69.5%-13.3pp |
| Annual return | 14.96% | 21.07%-6.1pp | 35.62%-20.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $219 | $1,089-79.9% | $1,986-89.0% | $2,343-90.6% |
| Participant deferral / active EE | $955 | $2,210-56.8% | $2,958-67.7% | $3,332-71.3% |
| Admin fee / account holder | $2,703 | $3,709-27.1% | $5,134-47.4% | $4,645-41.8% |