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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 | $21,682 | $58,493-62.9% | $84,023-74.2% | $72,976-70.3% |
| Participation rate | 33.3% | 61.2%-27.9pp | 69.0%-35.7pp | 69.5%-36.2pp |
| Annual return | 20.72% | 28.93%-8.2pp | 71.32%-50.6pp | 81.02%-60.3pp |
| Employer contribution / active EE | $422 | $1,163-63.7% | $1,984-78.7% | $2,440-82.7% |
| Participant deferral / active EE | $905 | $2,394-62.2% | $3,239-72.1% | $3,608-74.9% |
| Admin fee / account holder | $10,711 | $4,569+134.4% | $6,102+75.5% | $5,124+109.0% |