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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 | $24,422 | $75,058-67.5% | $152,301-84.0% | $64,340-62.0% |
| Participation rate | 56.0% | 60.9%-4.9pp | 82.4%-26.5pp | 55.2%+0.7pp |
| Annual return | 16.14% | 29.93%-13.8pp | 80.50%-64.4pp | 24.14%-8.0pp |
| Employer contribution / active EE | $701 | $2,605-73.1% | $4,624-84.8% | $1,862-62.4% |
| Participant deferral / active EE | $1,156 | $5,041-77.1% | $8,004-85.6% | $2,980-61.2% |
| Admin fee / account holder | $859 | $4,050-78.8% | $14,398-94.0% | $3,703-76.8% |