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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 | $21,401 | $59,839-64.2% | $81,988-73.9% | $79,858-73.2% |
| Participation rate | 53.0% | 61.6%-8.6pp | 69.3%-16.2pp | 69.6%-16.6pp |
| Annual return | 16.61% | 17.56%-0.9pp | 41.31%-24.7pp | 31.72%-15.1pp |
| Employer contribution / active EE | $611 | $1,713-64.3% | $2,498-75.5% | $2,471-75.3% |
| Participant deferral / active EE | $825 | $2,695-69.4% | $3,722-77.8% | $3,740-78.0% |
| Admin fee / account holder | $1,117 | $4,287-73.9% | $5,665-80.3% | $5,306-78.9% |