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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 | $22,518 | $71,230-68.4% | $93,727-76.0% | $80,959-72.2% |
| Participation rate | 20.0% | 60.4%-40.4pp | 68.7%-48.7pp | 67.7%-47.7pp |
| Annual return | 10.14% | 11.26%-1.1pp | 133.83%-123.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $412 | $1,565-73.7% | $2,421-83.0% | $2,757-85.1% |
| Participant deferral / active EE | $703 | $4,037-82.6% | $4,417-84.1% | $4,300-83.7% |
| Admin fee / account holder | $8,262 | $6,961+18.7% | $8,292-0.4% | $6,925+19.3% |