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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 | $24,979 | $58,493-57.3% | $84,021-70.3% | $72,975-65.8% |
| Participation rate | 44.0% | 61.2%-17.2pp | 69.0%-25.0pp | 69.5%-25.5pp |
| Annual return | 18.25% | 28.93%-10.7pp | 71.32%-53.1pp | 81.01%-62.8pp |
| Employer contribution / active EE | $506 | $1,163-56.5% | $1,984-74.5% | $2,440-79.3% |
| Participant deferral / active EE | $782 | $2,394-67.3% | $3,239-75.8% | $3,608-78.3% |
| Admin fee / account holder | $3,392 | $4,569-25.8% | $6,102-44.4% | $5,124-33.8% |