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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 | $22,001 | $57,828-62.0% | $117,039-81.2% | $70,126-68.6% |
| Participation rate | 39.4% | 67.1%-27.7pp | 77.2%-37.8pp | 69.5%-30.1pp |
| Annual return | 18.53% | 17.55%+1.0pp | 18.95%-0.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $639 | $1,816-64.8% | $3,785-83.1% | $2,343-72.7% |
| Participant deferral / active EE | $633 | $2,438-74.0% | $3,929-83.9% | $3,332-81.0% |
| Admin fee / account holder | $929 | $3,548-73.8% | $5,974-84.4% | $4,645-80.0% |