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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 | $71,208-68.4% | $93,681-76.0% | $80,911-72.2% |
| Participation rate | 20.0% | 60.4%-40.4pp | 68.7%-48.7pp | 67.6%-47.6pp |
| Annual return | 10.14% | 11.27%-1.1pp | 133.47%-123.3pp | 35.63%-25.5pp |
| Employer contribution / active EE | $412 | $1,564-73.7% | $2,422-83.0% | $2,756-85.1% |
| Participant deferral / active EE | $703 | $4,035-82.6% | $4,415-84.1% | $4,297-83.6% |
| Admin fee / account holder | $8,262 | $6,951+18.9% | $8,290-0.3% | $6,935+19.1% |