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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 | $24,632 | $72,269-65.9% | $101,271-75.7% | $79,852-69.2% |
| Participation rate | 52.8% | 68.5%-15.7pp | 75.8%-23.0pp | 69.6%-16.9pp |
| Annual return | 18.47% | 22.29%-3.8pp | 46.48%-28.0pp | 31.72%-13.2pp |
| Employer contribution / active EE | $773 | $2,692-71.3% | $3,660-78.9% | $2,471-68.7% |
| Participant deferral / active EE | $1,257 | $3,282-61.7% | $4,371-71.2% | $3,740-66.4% |
| Admin fee / account holder | $2,475 | $4,401-43.8% | $5,948-58.4% | $5,306-53.4% |