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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 | $20,817 | $56,287-63.0% | $80,977-74.3% | $62,881-66.9% |
| Participation rate | 54.3% | 68.9%-14.7pp | 75.8%-21.5pp | 69.3%-15.0pp |
| Annual return | 13.29% | 22.13%-8.8pp | 17.11%-3.8pp | 20.14%-6.9pp |
| Employer contribution / active EE | $720 | $1,943-62.9% | $3,715-80.6% | $2,281-68.4% |
| Participant deferral / active EE | $1,183 | $4,196-71.8% | $5,696-79.2% | $3,203-63.1% |
| Admin fee / account holder | $945 | $3,742-74.7% | $5,517-82.9% | $4,296-78.0% |