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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 | $19,748 | $56,054-64.8% | $171,082-88.5% | $62,881-68.6% |
| Participation rate | 58.8% | 62.9%-4.1pp | 76.7%-17.9pp | 69.3%-10.5pp |
| Annual return | 9.07% | 22.52%-13.4pp | 32.56%-23.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $296 | $1,731-82.9% | $4,002-92.6% | $2,281-87.0% |
| Participant deferral / active EE | $649 | $3,158-79.5% | $4,797-86.5% | $3,203-79.7% |
| Admin fee / account holder | $513 | $3,647-85.9% | $8,520-94.0% | $4,296-88.1% |