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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 | $17,405 | $54,757-68.2% | $90,304-80.7% | $72,975-76.1% |
| Participation rate | 24.1% | 65.2%-41.0pp | 73.3%-49.1pp | 69.5%-45.4pp |
| Annual return | 29.89% | 30.63%-0.7pp | 78.13%-48.2pp | 81.01%-51.1pp |
| Employer contribution / active EE | $585 | $2,093-72.1% | $2,855-79.5% | $2,440-76.0% |
| Participant deferral / active EE | $640 | $2,887-77.8% | $3,885-83.5% | $3,608-82.3% |
| Admin fee / account holder | $1,695 | $3,973-57.3% | $5,354-68.3% | $5,124-66.9% |