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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 | $19,692 | $99,345-80.2% | $84,753-76.8% | $273,972-92.8% |
| Participation rate | 68.4% | 80.7%-12.3pp | 76.6%-8.2pp | 83.0%-14.6pp |
| Annual return | 4.87% | 22.93%-18.1pp | 22.78%-17.9pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,361 | $4,214-44.0% | $3,574-33.9% | $4,869-51.5% |
| Participant deferral / active EE | $1,008 | $4,270-76.4% | $3,712-72.9% | $5,287-80.9% |
| Admin fee / account holder | $1,593 | $6,645-76.0% | $5,333-70.1% | $10,133-84.3% |