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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 | $19,830 | $51,166-61.2% | $70,544-71.9% | $71,511-72.3% |
| Participation rate | 24.0% | 59.4%-35.3pp | 68.4%-44.3pp | 67.9%-43.9pp |
| Annual return | 14.26% | 42.71%-28.5pp | 32.79%-18.5pp | 28.86%-14.6pp |
| Employer contribution / active EE | $397 | $1,793-77.9% | $2,976-86.7% | $2,589-84.7% |
| Participant deferral / active EE | $772 | $3,031-74.5% | $4,568-83.1% | $4,291-82.0% |
| Admin fee / account holder | $4,261 | $2,000+113.0% | $6,427-33.7% | $1,588+168.2% |