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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 | $22,663 | $89,367-74.6% | $141,191-83.9% | $72,975-68.9% |
| Participation rate | 42.5% | 75.1%-32.6pp | 82.5%-40.0pp | 69.5%-27.0pp |
| Annual return | 24.65% | 111.87%-87.2pp | 71.41%-46.8pp | 81.01%-56.4pp |
| Employer contribution / active EE | $1,048 | $3,115-66.4% | $4,736-77.9% | $2,440-57.1% |
| Participant deferral / active EE | $2,159 | $5,419-60.2% | $6,710-67.8% | $3,608-40.2% |
| Admin fee / account holder | $707 | $5,957-88.1% | $10,264-93.1% | $5,124-86.2% |