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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 | $20,061 | $67,894-70.5% | $89,340-77.5% | $82,448-75.7% |
| Participation rate | 20.0% | 64.0%-44.0pp | 69.6%-49.6pp | 68.1%-48.1pp |
| Annual return | 16.35% | 19.21%-2.9pp | 20.57%-4.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $772 | $1,828-57.8% | $2,231-65.4% | $2,551-69.7% |
| Participant deferral / active EE | $823 | $3,072-73.2% | $3,823-78.5% | $4,139-80.1% |
| Admin fee / account holder | $8,652 | $5,723+51.2% | $6,704+29.1% | $7,234+19.6% |