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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 | $19,738 | $81,276-75.7% | $155,574-87.3% | $80,925-75.6% |
| Participation rate | 62.5% | 66.2%-3.7pp | 78.2%-15.7pp | 67.7%-5.2pp |
| Annual return | 11.98% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,741 | $3,103-43.9% | $4,676-62.8% | $2,756-36.8% |
| Participant deferral / active EE | $467 | $3,453-86.5% | $5,629-91.7% | $4,299-89.1% |
| Admin fee / account holder | $2,596 | $7,993-67.5% | $15,914-83.7% | $6,940-62.6% |