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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 | $19,543 | $69,590-71.9% | $136,867-85.7% | $94,015-79.2% |
| Participation rate | 54.2% | 66.3%-12.1pp | 74.5%-20.3pp | 70.8%-16.6pp |
| Annual return | 13.86% | 19.62%-5.8pp | 42.97%-29.1pp | 17.84%-4.0pp |
| Employer contribution / active EE | $1,141 | $2,396-52.4% | $3,547-67.8% | $2,790-59.1% |
| Participant deferral / active EE | $595 | $3,437-82.7% | $4,924-87.9% | $4,249-86.0% |
| Admin fee / account holder | $3,123 | $8,912-65.0% | $10,340-69.8% | $8,951-65.1% |