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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 | $22,657 | $48,078-52.9% | $78,676-71.2% | $62,881-64.0% |
| Participation rate | 29.5% | 65.2%-35.7pp | 73.6%-44.1pp | 69.3%-39.8pp |
| Annual return | 7.35% | 31.36%-24.0pp | 62.19%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $309 | $2,015-84.6% | $2,850-89.1% | $2,281-86.4% |
| Participant deferral / active EE | $633 | $2,587-75.5% | $3,517-82.0% | $3,203-80.2% |
| Admin fee / account holder | $351 | $3,206-89.1% | $4,510-92.2% | $4,296-91.8% |